Thursday, March 3
3:30 PM – 4:00 PM ET
This Month’s Focus
Year-End Reminders for 2021
Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics:
- The deadline for final adjustments to Tax Files
- Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance Files
- Final verification of contribution data (5498) data in IRA and HSA balance files, making modifications where necessary