Change Statement Group Code
These steps explain how to change a statement group code.
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Launch Tool #15 Update Membership Information.
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Enter the member's account base on the Membership Maintenance pop-up.
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Click the forward arrow.
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Click the forward arrow to move past the first Update Membership screen.
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Click Skip to move past the IRS 1042-S Information pop-up, if it appears.
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Enter the desired code in the Statement Group field in the left column on the second Update Membership screen.
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Click the forward arrow.