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51. 2025 Form 1096 Instructions

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Caution Purpose of form Who must file When to file Where to fi...

52. 2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...

53. 2025 Instructions for Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Rollovers Trans...

54. Instructions for Form 1099-DIV Dividends and Distributions (Rev 01/2024)

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Specif...

55. 2025 Instructions for Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

    Created On: 09/22/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Transfers HSA Mist...

56. Printing Annual Notices and Supporting Documents/Forms

    Created On: 09/18/2025 in Documents User Guide Batch Annual Notice
    Prior to printing your Annual Notices and supporting documents/forms, it is recommended to first run the edit checks before printing.  To run the edit checks for all plans in your batch, go to the top of the batch screen and click on the symbol n...

57. Working Within Your Batch

    Created On: 09/18/2025 in Documents User Guide Batch Annual Notice
    Once you have added your plans to your batch, there are several functions available to you.  Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch.  First, select the plan and then click on the...

58. Adding Plans to a Batch

    Created On: 09/12/2025 in Documents User Guide Batch Annual Notice
    There are two options for adding plans to a batch. You can click on the "Add Plans" button near the top of the menu. Or you can use the "Add Plans From File" option available under the "Batch Options" menu.  To add plans via the "Add Plans" bu...

59. Creating a Batch

    Created On: 09/12/2025 in Documents User Guide Batch Annual Notice
    To create a batch, first select the Month and year (PYE), then click on the "Select Date" button.  For example, for notices effective January 1, 2026, select December for the "Month" and 2026 for the "Year End".  1. To create a batch, click th...

60. Accessing Batch Annual Notice

    Created On: 09/12/2025 in Documents User Guide Batch Annual Notice
    The Batch Annual Notice feature can be accessed in two places: via the Wolters Kluwer menu and via the print Plan Documents page after plan selection.  ...

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