There are two methods of consulting the official DOL instructions.
- On the main "Form 5500 - Year" screen, you may click on the "I" link next to the appropriate schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box. This will display a page with the full text of the instructions for the applicable schedule. There will also be "View General DOL Instructions" links on this page to the general Form 5500 instructions.
- When you are entering data on a schedule, you may click on the blue buttons with question marks next to the line item on the form to read the help materials related to that line item.
