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Help Center
Superior IRA & HSA Platform
Tax Reporting
1099 Reporting
5498 Reporting
Public
Compliance
Cost-of-Living Adjustments (COLAs)
Frequently Asked Questions
IRS News
Superior IRA & HSA Platform
Blank Forms
Platform Updates
User Access
Sample Notifications
Implementations & Mergers
Training
Compliance Modules
Superior IRA & HSA Platform Modules
Tax Reporting Modules
Superior IRA & HSA Platform
Blank Forms
Custodian Blank Forms
Trustee Blank Forms
Platform Updates
July 2024 Superior IRA & HSA Platform Updates
User Access
How do I update my password within the Superior IRA & HSA platform?
How do I add a new user?
Sample Notifications
Sample Coverdell ESA Notification
Implementations & Mergers
Data Gathering Instructions
Implementation Amendment Mailing Documents
Mergers - IRS Statement for Combined Reporting Method
Merger Amendment Mailing Documents
