Training
Watch/review training modules and/or guides related to compliance, the Superior platform, and tax reporting
Compliance
Superior IRA & HSA Platform
- Account Owner Portal Guide (Optional Feature)
- 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
Tax Reporting
- #1 Tax Year 2025: Prepare for Tax Reporting Season
- #2 Tax Year 2025: Submit 1099 Data to Superior
- #3 Tax Year 2025: Submit 5498 Data to Superior
- #4 Tax Year 2025: Work Tax Reporting Errors
- #5 Tax Year 2025: Validate & Approve Tax Form Production
- #6 Tax Year 2025: Submit Tax Form Corrections (If Applicable)
- #7 Tax Year 2025: Download Electronic Tax Forms (If Applicable)
- #8 Tax Year 2025: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)
- #9 Tax Year 2025: Review Final 5498 Data in Superior