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Tax Forms Handling Instructions - CU*Answers

Tax Forms Handling Instructions - CU*Answers 2025

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The document provides handling instructions for tax forms specific to credit unions, detailing the administration of IRA and HSA programs, printing requirements for various tax forms, and ordering procedures for necessary inserts and CD-ROM copies. It emphasizes the importance of notifying third-party vendors about the information they will receive to avoid fees and outlines deadlines for submissions.

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