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Our loan origination solutions help banks and credit unions originate transactions quickly, accurately and in compliance with federal and state regulations, leveraging our industry-leading regulatory and risk management content. Our solutions support all loan types, including consumer, commercial, residential real estate, agricultural, home equity, indirect and Small Business Administration loans.

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IRA Reporting: Excess Contributions and Recharacterizations

(Published April 13, 2017) This article will examine how to report the removal of an IRA excess contribution, and a recharacterization distribution, both of which from a distribution reporting standpoint are dependent on the year of the original deposit vs. the year of distribution.

IRA Reporting: Excess Contributions and Recharacterizations

(Published April 13, 2017) This article will examine how to report the removal of an IRA excess contribution, and a recharacterization distribution, both of which from a distribution reporting standpoint are dependent on the year of the original deposit vs. the year of distribution.

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