---
title: Training | Help Center
description: Watch/review training modules and/or guides related to compliance, the Superior platform, and tax reporting
---

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1. [Help Center](https://help.superiorira.com/info)
2. [Training](https://help.superiorira.com/info/training)

# Training

 Watch/review training modules and/or guides related to compliance, the Superior platform, and tax reporting

## Compliance

- [IRA Excess Contributions & Recharacterizations](https://help.superiorira.com/info/ira-excess-contributions-recharacterizations)
- [Introduction to IRAs](https://help.superiorira.com/info/intro-to-iras-webinar)
- [IRA Contributions](https://help.superiorira.com/info/ira-contributions-training)
- [Traditional IRA Distributions](https://help.superiorira.com/info/traditionalira-distributions)
- [IRA RMDs](https://help.superiorira.com/info/ira-rmds)
- [IRA Transfers & Rollovers](https://help.superiorira.com/info/ira-transfers-rollovers)
- [Introduction to HSAs](https://help.superiorira.com/info/introduction-to-hsas)

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## Superior IRA & HSA Platform

- [Login, Edit Profile, and Chat Bubble Training Module](https://help.superiorira.com/info/login-edit-profile-and-chat-bubble-training-module)
- [Dashboard Training Module](https://help.superiorira.com/info/dashboard-page)
- [Transactions Training Module](https://help.superiorira.com/info/transactions-training-module)
- [Account Search Training Module](https://help.superiorira.com/info/account-search-training-module)
- [Recurring Distributions Training Module](https://help.superiorira.com/info/recurring-distributions-training-module)
- [Beneficiary Claims Training Module](https://help.superiorira.com/info/beneficiary-claims-training-module)
- [Users Training Module](https://help.superiorira.com/info/users-training-module)
- [Data Import Training Module](https://help.superiorira.com/info/data-import-training-module)
- [Organization Settings Training Module](https://help.superiorira.com/info/organization-settings-training-module)
- [Account Owner Portal Guide (Optional Feature)](https://help.superiorira.com/info/account-owner-portal)

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## Tax Reporting

- [#1 Tax Year 2026: Prepare for Tax Reporting Season](https://help.superiorira.com/info/1-tax-year-2026-prepare-for-tax-reporting-season)
- [#2 Tax Year 2025: Submit 1099 Data to Superior](https://help.superiorira.com/info/2-submit-1099-data)
- [#3 Tax Year 2025: Submit 5498 Data to Superior](https://help.superiorira.com/info/3-submit-5498-data-to-superior)
- [#4 Tax Year 2025: Work Tax Reporting Errors](https://help.superiorira.com/info/4-work-tax-reporting-errors)
- [#5 Tax Year 2025: Validate & Approve Tax Form Production](https://help.superiorira.com/info/5-approve-tax-form-production)
- [#6 Tax Year 2025: Submit Tax Form Corrections (If Applicable)](https://help.superiorira.com/info/6-tax-form-corrections)
- [#7 Tax Year 2025: Download Electronic Tax Forms (If Applicable)](https://help.superiorira.com/info/7-download-etax-forms-if-applicable)
- [#8 Tax Year 2025: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)](https://help.superiorira.com/info/8-retrieve-1099-state-tax-files-for-state-reconciliation-if-applicable)
- [#9 Tax Year 2025: Review Final 5498 Data in Superior](https://help.superiorira.com/info/9-tax-year-2025-review-final-5498-data-in-superior)

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- [Blank Forms/Notifications](https://help.superiorira.com/info/blank-forms-notifications#main-content)

    - [Blank Forms](https://help.superiorira.com/info/blank-forms-notifications#blank-forms)
    - [Sample Notifications](https://help.superiorira.com/info/blank-forms-notifications#sample-notifications)
- [Implementations & Mergers](https://help.superiorira.com/info/implementations-mergers#main-content)

    - [Data Gathering](https://help.superiorira.com/info/implementations-mergers#data-gathering)
    - [Implementations](https://help.superiorira.com/info/implementations-mergers#implementations)
    - [Mergers](https://help.superiorira.com/info/implementations-mergers#mergers)
- [IRS News](https://help.superiorira.com/info/irs-news#main-content)

    - [Cost-of-Living Adjustments (COLAs)](https://help.superiorira.com/info/irs-news#cost-of-living-adjustments-colas)
    - [IRS Pronouncements](https://help.superiorira.com/info/irs-news#irs-pronouncements)
- [Superior IRA & HSA Client Calendar](https://help.superiorira.com/info/superior-ira-hsa-client-calendar)
- [Training](https://help.superiorira.com/info/training#main-content)

    - [Compliance](https://help.superiorira.com/info/training#compliance)
    - [Superior IRA & HSA Platform](https://help.superiorira.com/info/training#superior-ira-hsa-platform)
    - [Tax Reporting](https://help.superiorira.com/info/training#tax-reporting)
- [Frequently Asked Questions](https://help.superiorira.com/info/frequently-asked-questions)
- [Public](https://help.superiorira.com/info/public)

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