Year End Tax Reporting - SES Advisors
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Year End Tax Reporting

Author: Karen Hurley

The holiday season is upon us, and for sponsors of qualified retirement plans that means it’s time to turn at least a small portion of our attention to a less joyous, but nonetheless important time: tax reporting season. For ESOPs and other retirement plans, tax reporting season consists of a six to eight week process of reporting benefit distributions and tax withholding activity to participants and the Internal Revenue Service.

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