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  • Seizing on stress testing’s strategic potential
    Seizing on stress testing’s strategic potential
  • RegTech White Paper
    RegTech: Helping Your Data Work Smarter and Harder
  • Streamlining Banks’ Paperwork Journey: An Integrated Approach to Managing Finance, Risk and Reporting
    Streamlining Banks’ Paperwork: An Integrated Approach to Managing Finance, Risk and Reporting

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Wolters Kluwer Financial Services is the leading worldwide provider of comprehensive risk management, compliance and audit solutions for the financial services industry. We empower risk, compliance, finance and audit professionals in more than 15,000 financial services organizations worldwide to make intelligent and clear-sighted decisions in a rapidly evolving global environment.

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IRA Reporting: Excess Contributions and Recharacterizations - Tax Year “During Which” vs. Tax Year “For Which”

(Published February 20, 2019) Reporting certain distributions from individual retirement accounts (IRAs) can be confusing. This article will examine how to report the removal of an IRA excess contribution, and a recharacterization distribution, both of which from a reporting standpoint are dependent on the year of the original deposit vs. the year of distribution.

Health Savings Accounts: Correcting Mistaken Employer Contributions Further Explained by IRS

(Published February 19, 2019) On December 28, 2018 the Internal Revenue Service (IRS) released Information Letter 2018-0033 detailing specific situations of when an employer has a right to ask a Health Savings Account (HSA) custodian/trustee for the return of its mistaken HSA contributions. The scenarios described in the Information Letter are in addition to those described in IRS Notice 2008-59, Q&As 23 and 24.

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Leading Solutions to Complex Issues

 
 
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