Enter Information on a Form 5500 schedule

To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is dependent upon the speed of your Internet connection. If you are using a high-speed Internet connection, the schedule should open immediately.

Once the schedule is open you may enter data as you wish.

Note that you can jump to different schedules and add schedules without having to return to the "Form 5500 - Year" screen (See red arrow above).