Wednesday, February 1, 2017

Key Retirement and Employee Benefits Compliance Reminders for February

Due February 28th

  • Paper filing of Form 1099-R to IRS for distributions made in 2016.
  • Section 6055 Reporting - Forms 1094-B and 1095-B. IRS information returns filed no later than February 28, 2017, or March 31, 2017 if filed electronically.
  • Section 6056 Reporting - Forms 1094-C and 1095-C. IRS information returns filed no later than February 28, 2017, or March 31, 2017 if filed electronically.
If you have any questions, or would like to begin talking to an advisor, please get in touch by calling (800) 388-1963 or email us at hbs@hanys.org.