IRS reporting on IRA, HSA and CESA portfolios is extremely complex and errors can result in penalties for your customer and aggravation and added costs for the bank. Getting accounts and all their transactions codes correctly can be a daunting task, and sometimes you're at the mercy of another financial institution that incorrectly codes a distribution. Find out how to avoid mistakes and correct the ones that get missed, BEFORE you do your IRS reporting. Created with MAGIX Video deluxe MX Plus... ( read more )
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