Welcome to 2026 Year-End Processing
Bulletin #1: Year-End Kickoff
It’s that time again; welcome to the 2026 year-end processing season! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more.
Updates and Information
November 6, 2026
The guides are ready and preparations are in full swing for the 2026 Year-End Processing season! Your guide is linked below with the calendar of deadlines, as well as important information on What’s New in the tax process this year. Keep a close eye on additional bulletins and Alerts throughout the upcoming months, specifically as we continue to share information related to 1098-VLI processing.
Please complete your first deadline, the Tax Form Handling Instructions (Tool #916), which must be updated prior to Friday, November 20.
ONLINE CREDIT UNIONS
Year-End Processing Guide for Online Credit Unions
As year-end begins, your first deadline comes quickly; you must begin reviewing and updating your Tax Form Handling Instructions (Tool #916) as soon as you are able. This screen must be accessed and updated prior to Friday, November 20.
Remember that even if nothing changed since the previous year, you must still access the screen and select to Confirm/Update to record your task as complete.
SELF-PROCESSING CREDIT UNIONS
Year-End Guide for Self-Processing Credit Unions
Please fill out and return your Tax Forms Archival Instructions as soon as you are able. This form must be received prior to Friday, November 20.
Sign Up for a Year-End Training Session
Tuesday, November 10th
3:30 PM – 4:30 PM ET
Tuesday, November 17th
3:00 PM – 4:00 PM ET
Register for a Training Session
Our Advice for a Smooth Year-End
- Select a coordinator to assign tasks and ensure they are complete.
- Review the guide carefully, including any post-publication updates.
- Review deadlines in advance to avoid missing a task and incurring a fee.
- Have all year-end staff attend year-end training.
- Pay special attention to year-end emails as requirements may change.
- Ask questions! Our teams are here and ready to assist.
As always, be sure to keep on track with your Month End Processing Tasks.
We look forward to making year-end 2026 another successful team effort!
