Wednesday, January 3rd
10:30 AM – 11:00 AM ET
This Month’s Focus
Review Year-End Tasks for January 2024
Year-end tasks for January are just around the corner! During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including:
- Review Beginning-of-Year/Tax File Verification Reports (page 44 in the Year-End Guide for Online Credit Unions, page 48 in the Year-End Guide for Self-Processing Credit Unions)
- Final verification of distribution IRA Balance File data (pages 54 & 57 in the Year-End Guide for Online Credit Unions, pages 59 & 62 in the Year-End Guide for Self-Processing Credit Unions)
- Verifying the Tax File and Printing 1099/1098 Tax Info (page 59 in the Year-End Guide for Online Credit Unions, page 64 in the Year-End Guide for Self-Processing Credit Unions)
- Ascensus deadline for submitting 1099-R and 1099-SA files, as well as Fair Market Value (page 75 in the Year-End Guide for Self-Processing Credit Unions)
Click the button below to register today to review these along with other year-end tasks!
Don’t miss this FREE webinar!
