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Deposit year-end processing is available from the Year-End Run Options screen in CIM GOLD (Deposits > Miscellaneous). This information guides you through the Year-End Run Options screen to ensure timely and accurate testing and submission of required deposit year-end forms for the IRS.

 

See the following links for more information:

 

•Overview

oAction Dates for Year-End Processing

oLoans

oIRS Corrections

•Year-End Run Options Screen

•Reports

•Forms

•Transmittal of Information Returns

•Year-End Reports Balancing

 

For a printer-friendly version of this information, see the Deposit Year-End Instructions in DocsOnWeb.