Sequoia CPE

Pension and Annuity Income

Pension and Annuity Income

Description: This course is designed to provided an overview of how pension and annuity income is taxed. It covers the tax treatment of distributions you receive from pension and annuity plans and how to report the income on your federal income tax return.

Please Note: This course material is a component of #3020, Pension and Annuity Income Taxation, and therefore we recommend not taking both courses in the same reporting period.

Course Info:

  • Course #: 3170A
  • Delivery: Self-Study
  • CPE Hours: 4
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • IRS Category: Federal Tax Law
  • Total Pages: 68
  • Questions: 20

EA Program Approval Number: XE26W-T-00043-14-S
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Course Objectives

Table of Contents

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Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: