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      Tax Year 2024 5498 Tax Reporting Module - Tax File (IRS 750 Format) Method (for April/May)

      This training module covers 2024 Form 5498 reporting for organizations uploading data to Superior using the Tax File (IRS 750 Format) reporting method.

      Access a printable handout for taking notes here.

      The guidelines for each record and file type for tax year 2024 are outlined here: TY 2024 Record Layout for IRS Files.

      These guidelines are also reflected in IRS Publication 1220.