Technology

IRAs and Tax Reporting in Episys

03/07/2017 | 9:30 am - 11:00 am ET
Level: Intermediate
Location: Webinar
Category:
Technology
Cost: $119 per attendee
Contact: Synergent Learning Center at LearningCenter@synergentcorp.com

IRA season will soon be upon us … what better time to increase your knowledge on IRA distributions and tax reporting in Episys?.  See how IRA distributions work, learn the important steps in calculating RMDs, and discover how IRS distribution records can provide you with more flexibility and streamline your processes.  We will also review the important tax forms in Episys and show you how to:

  • Open new tax-deferred shares
  • Navigate the IRS record and learn all about the required fields
  • Calculate and set up automatic RMDs

Register

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