After completing this lesson, you will be able to:

• Identify different types of retirement income
  
  
• Use the approved intake and interview sheet to learn about taxpayer's income
  
  
• Explain the purpose of each form used to report retirement income
  
  
• Determine the taxable portion of different types of retirement income
  
  
• Report retirement income on the tax return
  
  
• Explain when a minimum distribution is required
  
  
• Determine when an adjustment to withholding should be made
  
  

The lesson topics can be accessed from the course menu page.

Estimated time to complete lesson: 2 hours