Allow 8955-SSA E-File: If "Yes" is selected within the Edit Portal User Screen AND the 8955-SSA has an "OK" status, the user will have the ability to electronically file the 8955-SSA to the IRS. When the portal user clicks on "E-File 8955-SSA" in the portal, he/she will need to do the following:
- Click on "Print 8955-SSA."
- Print and Review the paper Form 8955-SSA that is printed.
- Click on "E-File 8955-SSA."
After the portal user has clicked on "E-File 8955-SSA," he/she will be directed to the main, portal "Welcome" screen and see the following message displayed in yellow:
From the perspective of the ftwilliam.com user, once the portal user clicks on "E-File 8955-SSA," a batch containing the plan will be created on the "8955-SSA Batches - YEAR" screen and will be displayed as "Locked" and "Pending," indicating that it has been sent to ftwilliam.com for fulfillment.
8955-SSAs E-filed by Portal Users are billed at $7.46/filing and are not subject to the $16.07 batch fee. Note: The $7.10 fee increased to $7.46 on 10/1/2024.
