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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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IRS pushes back due date for filing 5498 series

In Notice 2020-35, released yesterday, the Internal Revenue Service announced it is postponing deadlines for certain time-sensitive actions. The deadline for the filing of forms in the 5498 series relating to IRA, Coverdell ESA, HSA, Archer MSA or Medicare Advantage MSA information has been postponed to AugustĀ 31, 2020, and the time between the original due date of those forms and AugustĀ 31 will be disregarded in the calculation of any penalty for failure to file them.

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