Lending Origination | Wolters Kluwer
  • HMDA New Rules
    What’s Next for Your HMDA Implementation Plan?
  • MoreHMDAOfficeMeeting_Branded
    Getting Ready for More HMDA
 

Lending Origination Solutions

Our loan origination solutions help banks and credit unions originate transactions quickly, accurately and in compliance with federal and state regulations, leveraging our industry-leading regulatory and risk management content. Our solutions support all loan types, including consumer, commercial, residential real estate, agricultural, home equity, indirect and Small Business Administration loans.

Explore Insights

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.

Show more
HMDA webinar
 

Do You Have the Right Stuff? The Great HMDA Race Is On!

 
 
Register & Watch Today
Order print materials
 

Order Mortgage Print Materials

 
 
Order now
CASH Suite lending solution
 

CASH Suite™ - A powerful commercial lending software solution

 
 
Learn more