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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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Deadline to Recharacterize 2017 IRA Contributions Fast Approaching: Ability to Recharacterize Conversions and Qualified Rollovers Ends with 2017 Deadline

(Published September 20, 2018) An IRA owner, through recharacterization, can treat a contribution made to one type of individual retirement account (IRA) (i.e., traditional or Roth) as having been made to the other type of IRA. Though the deadline is fast approaching, individuals still have time to recharacterize their IRA regular contributions made for 2017 and conversions or qualified rollovers made to Roth IRAs in 2017. Please note, however, that recharacterization of conversions and qualified rollovers made to Roth IRAs in 2018 or subsequent years is no longer an option.

Hurricane Florence Disaster Declaration – North Carolina: IRA and HSA Deadlines Extended for Some

(Published September 20, 2018) Due to the destruction caused by Hurricane Florence that took place beginning on September 7, 2018 in North Carolina, the President has declared parts of North Carolina a federal disaster. As a result, individuals that reside in or have a business located in an affected area may qualify for tax relief.

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