Feb 8, 2021
With tax season coming up quickly, it is never too early for tax preparers to start refamiliarizing themselves with many common forms. In this podcast, we take a detailed look at Form 1099-R, which pertains to distributions from pensions, annuities, retirement plans, and more. Walking us through the specifics are Gail Hauseman, owner of Berkshire CPAs LLC, and Rodger Krause, owner of Rodger Krause CPA, both of whom are based in Wyomissing, Pa. They cover differences between state and federal versions of the form, what constitutes an eligible retirement plan, and more.
To read the full transcript click here.