Year-End Guide Update: Tax Deadline Change

IMPORTANT CHANGE: TAX DEADLINE INFORMATION

Please mark your calendars with the updated date for final modifications to IRA and HSA balance files, as noted below for each Year-End Processing Guide.

Online Credit Unions

Pages 48, 51, and 57, as well as the task checklist, have been updated to reflect the change in deadline from April 20 to April 19 for final verification of contribution (5498) data in IRA and HSA Balance Files. Please have all modifications complete by April 19.

2016 Year-End Processing Guide for Online Credit Unions

Self-Processing Credit Unions

Pages 57, 60, and 77 have been updated to reflect the change in deadline from April 20 to April 19 for final verification of contribution (5498) data in IRA and HSA Balance Files. As you submit this information on your own, we are sharing this deadline as an FYI.

2016 Year-End Processing Guide for Self-Processing Credit Unions