Posts in ESA
Is Your Organization on Track to Meet These IRA, HSA, and Coverdell ESA Deadlines?

It's a brand-new year filled with fresh reporting deadlines, and perhaps a good time to take note on whether your financial organization is on track to meet these obligations—or to refresh your memory on when specific deadlines occur. First quarter is always a busy reporting season.

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IRS Extends IRA, HSA, ESA Contribution Deadline and Form 5498 Filing Deadline

The IRS officially extended the deadline for individuals to file their federal tax returns and make IRA, HSA, and ESA contributions with Notice 2021-21. This notice also gives financial organizations until June 30, 2021, to file and furnish Form 5498 series forms.

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Recent IRS Notices Extend Many Tax-Related Deadlines

In response to the coronavirus pandemic, the IRS has extended several time-sensitive, tax-related deadlines. IRS Notices 2020-17, 2020-18, and 2020-23 address specific actions that a taxpayer or entity has until July 15, 2020, to complete.

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Mark Your Calendar for These IRA, HSA, and ESA Deadlines

As a trustee or custodian of IRAs, HSAs, or ESAs, your organization must keep track of many deadlines throughout the year. Missing a deadline can be costly. Seeing the big picture of all due dates in one calendar year with a brief description of each may be helpful. 

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