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Help Center
Training
Public
Compliance
Cost-of-Living Adjustments (COLAs)
Frequently Asked Questions
IRS News
Superior IRA & HSA Platform
Blank Forms
User Access
Sample Notifications
Implementations & Mergers
Training
Compliance
Superior IRA & HSA Platform
Tax Reporting
Superior IRA & HSA Client Calendar
Training
Compliance
Introduction to IRAs
IRA Contributions
Introduction to HSAs
IRA Transfers & Rollovers
Superior IRA & HSA Platform
Login, Edit Profile, and Chat Bubble Training Module
Dashboard Training Module
Transactions Training Module
Account Search Training Module
Recurring Distributions Training Module
Beneficiary Claims Training Module
Users Training Module
Data Import Training Module
Organization Settings Training Module
See more
Tax Reporting
Tax Year 2024 5498 Reporting Module - Spreadsheet (Excel) Method (for April/May)
Tax Year 2024 5498 Tax Reporting Module - Tax File (IRS 750 Format) Method (for April/May)
Tax Year 2024 Reporting Module - Spreadsheet (Excel) Method
Tax Year 2024 Reporting Module - Tax File (IRS 750 Format) Method
