Join Us for a FREE Education Express Webinar!

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

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