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  1. 2024 Instructions for Form 5500-SF

    Created On: 08/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan View Official Instructions | Business Codes | Characteristics Codes Table of Contents Changes to Note ...

  2. 2025 Form 5330 Instructions

    Created On: 08/05/2025 in 5330 User Guide Form 5330 IRS instructions 2025 Form 5330 Instructions
    Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023) Close Help Page | View Offici...

  3. 2024 Form 5330 Instructions

    Created On: 08/05/2025 in 5330 User Guide Form 5330 IRS instructions 2024 Form 5330 Instructions
    Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023) Close Help Page | View Official IRS ...

  4. Enforcing .CSV Format for Census File Uploads

    Created On: 08/05/2025 in Portal User Guide Compliance Portal Files
    This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...

  5. 2024 Instructions for Form 1099-R

    Created On: 07/23/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2024 Form Instructions
    Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. View Official IRS Instructions | View General Instructions General Instructions Futu...

  6. 2025 General Instructions

    Created On: 07/23/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 Form Instructions
    2025 General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G) Section references are to the Internal Revenue Code unless otherwise noted. Close Help Page | View Official IRS I...

  7. Creating and E-filing a 5558 Batch

    Created On: 07/07/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. The following walks through  the...

  8. Batch 5558 Dashboard and Navigation

    Created On: 07/07/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name-  All existing batches will populate with a hyperlink to select and view individual batch...

  9. Accessing Batch 5558

    Created On: 07/02/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...

  10. ftwLink/API

    Created On: 06/26/2025 in DC Compliance Help Center
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