As a reminder, the IRS and Ascensus have finalized dates for reporting information, as detailed below. For more information, view the Year-End Processing Guide.
Tax Day is April 15, 2026. Members have until this date to make prior year contributions.
5498-ESA Forms (Coverdell Contributions)
Final verification of Coverdell contribution (5498-ESA) data is due April 17. CU*SOUTH will begin processing data for Coverdell contributions after the April 17 deadline.
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