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#7 Tax Year 2025: Download Electronic Tax Forms (If Applicable)

Follow these steps to download electronic copies of tax year 2025 Forms 1099 and 5498 to upload to your organization's online banking system (if applicable).


Coming soon: Training guide will be reviewed/updated, if necessary, for the 2026 tax reporting season, but this guide from the previous tax season can be viewed to familiarize your organization with the general process.

Click HERE to view the training guide.

NOTE:  If your organization needs to set up your index file settings, and you know what you would like to include but need assistance in completing the one-time setup, email support@superiorira.com with the information that should be included in the index file. We will work on setting it up for you.