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  1. 2024 Instructions for Schedule A

    Created On: 08/26/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific I...

  2. 2024 Instructions for Form 5500

    Created On: 08/26/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Processing S...

  3. 2024 Instructions for Form 5500-EZ

    Created On: 08/25/2025 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-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes | ...

  4. 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 ...

  5. 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...

  6. 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 ...

  7. 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...

  8. Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025)

    Created On: 07/23/2025 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...

  9. 2025 General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

    Created On: 07/23/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    Section references are to the Internal Revenue Code unless otherwise noted. View Official IRS Instructions | Guide to Information Returns Table of Contents General Instructions What's New Future D...

  10. 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...
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