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Tax Reporting Solutions

When it comes to tax reporting, accuracy and efficiency are essential to your firm's success. Inaccuracies in your investment tax reporting can result in significant financial penalties and immeasurable reputation damage.

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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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Top Ten Challenges with Phase 3 Compliance GainsKeeper CompleteDebt

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Cost Basis Reporting Law

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Passive Foreign Investment Funds

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