2024 ITC Calendar Year End Review Meeting Materials

USAS Calendar Year-End

Updated	Source	Category	Link/Document
	SSDT	Presentation	2023 ITC USAS-R CYE.pptx
	SSDT	Closing Procedures	USAS CALENDAR YEAR END CLOSING CHECKLIST
2024	IRS	Supporting Documentation	General Instructions for Certain Information Returns (20232024) (Forms 1096,1097,1098,1099,3921,3922,5498 and W2-G) 2023
IRS revised 1/2024	IRS	Supporting Documentation	Instructions for Forms 1099-MISC and 1099-NEC (last revised 01/2024)
2023IRS Rev. 9-2024	IRS	Supporting Documentation	IRS Publication 1220 for Tax Year 202320232024 - Specifications for Electronic Filing of Forms
2024	IRS	Supporting Documentation	Filing Information Returns Electronically (FIRE)
2023	IRS	Supporting Documentation	FIRE System Update Page (TCC)

Updated	Source	Category	Link/Document
11/10/2023	SSDT	Closing Procedures	USPS Calendar Year End Closing Checklist
2023	SSDT	Supporting Documentation	W2 Processing: W2 Reconciliation Worksheet W2 Report Example W2 Form W2 Form Explanation
2023	SSDT	Supporting Documentation	Special Processing Situations: Third Party Sick Pay Example of Third Party Sick Pay Deceased Employee Final Payment Procedure Reimbursable Employee Expense Situations Affects of Special W2 Situations on Processing
2023	SSDT	Supporting Documentation	Helpful Links: Internal Revenue Service General Instructions for Forms W2 and W-3 Internal Revenue Service Publication 15-A Internal Revenue Service Publication 15-B Ohio Department of Taxation Indiana Department of Revenue Kentucky Department of Revenue Michigan Department of Treasury - Taxes Pennsylvania Department of Revenue West Virginia Tax Division Regional Income Tax Agency (RITA) Central Collection Agency (CCA) City Tax Rates Ohio School District Income Tax (OSDI) Rates
2023	SSDT	Supporting Documentation	ITC Management