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SimplerIRA

Tax Reporting Service Video Tutorials

Tutorials and Training Aids

Fully-Administered

Designed for clients on the Fully-Administered IRA Program.

IRAdirect® Webinar Series

Webinar Title Webcast (length) Training Aid (size)
November 2020 - IRA Administration Update
  • Scheduled Payment Report Changes
  • Required Minimum Distribution (RMD) Default Process
  • RMD Waiver
  • Repayment/Rollover Options for RMDs
(29:39) 
(1,079kb)
July 2020 - IRA Administration Update
  • Updated Incoming Beneficiary Scheduled Payment Election Wizard
  • Current death claim process
  • New Death Notice Wizard
  • Rollout plan
(40:18) 
(2,814kb)
May 2020 - IRA Administration Update
  • CARES (Coronavirus Aid, Relief, and Economic Security) Act
  • SECURE (Setting Every Community Up for Retirement Enhancement) Act
  • IRA Amendments
  • Ascensus.com Resources
(35:36) 

(1,246kb)
January 2020 - IRA Administration Update
  • SECURE (Setting Every Community Up for Retirement Enhancement) Act
  • Tax Form Production
(38:31) 

(1,047kb)

Webinar Title Webcast (length) Training Aid (size)
Fair Market Value (FMV) Reporting
  • Transmission Reporting Option
  • December 2019
(38:40) 

(1,530kb)
Fair Market Value (FMV) Reporting
  • Online Reporting Option
  • December 2019

(34:00) 

(1,167kb) 
Form 1099 Reporting
  • Transmission Reporting Option
  • December 2019

(44:38)

(1,991kb) 
Form 1099 Reporting
  • Online Reporting Option
  • December 2019

(42:00)

(2,019kb)
September 2019 - IRA Administration Update
  • Expanding your HSA business
  • Excess contributions and recharacterizations
  • Reconciling withdrawals in IRAdirect and your core sytem
  • Tax reporting navigational changes
(37:34) 

(1,426kb)
June 2019 - IRA Administration Update
  • End of Tax Season
  • IRA Withholding Notices
  • New Death Notice Wizard

(36:26) 

(969kb) 

Tax Reporting Tutorials and Training Aids

NOTE: The tax reporting tutorials do not contain audio. The tutorials only contain closed captions.

Tutorial Title Video (length) Training Aid (size)
Confirming the Financial Organization's Reporting Method
(4:59)

(833kb)
Submitting Withdrawal Information Online
(22:49)

(1779kb)
Submitting Withdrawal Information by Transmission
(16:31)

(1584kb)
Submitting FMV Information Online
(6:26)

(752kb)
Submitting FMV Information by Transmission
(11:43)

(1334kb)
Confirming and Correcting Tax Forms
(10:15)

(1216kb)
Downloading State Copies or State Tax Files
(6:41)

(705kb)
Tax Reporting Frequently Asked Questions N/A
(143kb)

 

Navigation Tutorials and Training Aids

Tutorial Title Video (length) Training Aid (size)
Homepage Navigation
(4:47)

(137kb)
Account Owner Information and Account Information
(3:24)

(155kb)
Financial Organization
(3:47)

(287kb)
Calculators
(3:29)

(175kb)
Investment Maintenance
(3:08)

(183kb)
Creating an Application
(8:18)

(257kb)
Creating a Contribution Form
(7:33)
(218kb)
Creating a Withdrawal Form
(6:08)
(257kb)
Amending a Beneficiary Designation
(8:06)
(201kb)
Account Owner Tree
(2:38)
(168kb)
Using the Online Calendar
(2:04)
(157kb)
Creating a Periodic Payment Report
(4:07)
(358kb)
Approve Forms from General Users
(2:23)
(141kb)

Self-Administered

Designed for clients on the Self-Administered IRA Program.

Navigation Tutorials and Training Aids

Tutorial Title Video (length) Training Aid (size)
Homepage Navigation
(3:14)
(103kb)
Creating an Application
(7:06)
(203kb)
Creating a Contribution Form
(6:30)
(187kb)
Creating a Withdrawal Form
(5:39)
(246kb)
Calculators
(3:27)
(173kb)
Investment Maintenance
(3:07)
(243kb)
Using the Online Calendar
(1:13)
(123kb)

IRAdirect® User Guide

Visit IRAdirect (User Guide & Manuals page) to access the IRAdirect® User Guide and other supporting documentation.