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Basic Tax Reporting Responsibilities | Ascensus

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Topics:

• IRA, ESA, HSA Tax Forms
• Due dates for IRA, ESA, and HSA Tax Forms

Benefits:

• Identify due dates for tax forms to account owners and IRS
• Identify which tax forms are used for each account type and for what purpose

Objectives:

• Identify the IRA, ESA, and HSA tax forms required for contributions and distributions;
• Recite the IRA, ESA, and HSA tax form due dates to the account owner and IRS; and
• Analyze current tax year processes to assure accurate reporting and compliance.

Published in: Economy & Finance
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