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  1. 2025 Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions General Instructions Future Developments What's New Reminders Specific Instructions Designated Roth Account Contributions I...

  2. 2025 Summary Annual Report (SAR) Instructions

    Last Updated: 12/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
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  3. Completing Form 5330 and Schedules

    Last Updated: 02/19/2026 in 5330 User Guide

  4. Preparing for E-file

    Last Updated: 09/25/2026 in 5330 User Guide

  5. Portal Users Experience

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  6. 2025 Annual Funding Notice (AFN) Instructions

    Last Updated: 12/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
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  7. 2025 Instructions for Schedule A

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific...

  8. 5330 Module FAQ and Supplementals

    Last Updated: 05/28/2026 in 5330 User Guide

  9. 5330 FAQs

    Last Updated: 05/28/2026 in 5330 User Guide 5330 Module FAQ and Supplementals
    Table of Contents Q1: What are the differences between subscription access? (5500 only vs 5330 add on) Q2: Do I need the 5500 module to access 5330 e-filing?  Q3: What is the purpose of the additional pages for the Schedule C ...

  10. Completing 5500 Forms and Schedules

    Last Updated: 01/15/2026 in 5500 User Guide
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