Income — Retirement Income Workout

Retirement Plan Distributions

• Workout Resources
  • Retirement Income
  • Intake/Interview & Quality Review Sheet
  • Skills Warm Up: Workout Resources
  • Form 1099-R Series
  • Skills Warm Up: Workout Resources
• Retirement Plan Distributions
  • Case Study 1: Before-Tax or After-Tax Contributions
  • Skills Warm Up: Retirement Plan Distributions
  • Case Study 1: Individual Retirement Arrangements
  • Case Study 2: Individual Retirement Arrangements
  • Skills Warm Up: Taxable IRA Distributions
  • Skills Warm Up: Reporting IRA Distributions
• Taxable Pensions and Annuities
  • Case Study 1: Fully Taxable Pensions and Annuities
  • Case Study 2: Partially Taxable Pensions and Annuities
  • Case Study 3: Partially Taxable Pensions and Annuities Other than IRAs
  • Skills Warm Up: Taxable Pensions and Annuities
• Other Retirement Income Issues
  • Case Study 1: Required Minimum Distributions
  • Case Study 2: Required Minimum Distributions
  • Case Study 3: Required Minimum Distributions
  • Skills Warm Up: Other Retirement Income Issues
• When to Adjust Withholding
  • Skills Warm Up: When to Adjust Withholding
• Out of Scope
  • Out of Scope Situations for VITA/TCE
• Skills Workout
  • Certification Warm Up Question 1 of 2
  • Certification Warm Up: Drill & Practice
• More Resources and Practice
  • Practice Lab

Pub 4491, Retirement Income Lesson

Roth IRA Job Aid

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