New Articles

  1. Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)

    Created On: 09/25/2025 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 Reminders Specific Instructions Exceptions to rep...

  2. Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025)

    Created On: 09/25/2025 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 Reminders Specific Instructions Excepti...

  3. Publishing Annual Notices to the Portal

    Created On: 09/25/2025 in Documents User Guide Batch Annual Notice
    Customers that also subscribe to ftwPortal Pro can choose to deliver Annual Notices and supporting documents/forms using the "Publish" option at the top of the Batch Menu.  Prior to publishing your Annual Notices and supporting documents/forms...

  4. 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...

  5. 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...

  6. 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...

  7. 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...

  8. 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...

  9. 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...

  10. 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...
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