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Last Updated: 01/21/2026
in Portal User Guide
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Last Updated: 11/12/2025
in Documents User Guide
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As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using the 2023 Forms.
Please Note: The filing of form 5558 is a separate filing feat...
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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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You will need the company code, username and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Wolters Kluwer Drop-Down Logo. It provides the following optio...
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As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms.
Please Note: The filing of form 5558 is a separate filing feature inc...
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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)
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View Official IRS ...
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When filing Form 5330, you may need to include one or more of the following attachments, each with its own specific formatting and content requirements: 8822-B Amended Return Changes (template provided) Prohibited Transactions Correct...
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Last Updated: 09/25/2025
in Portal User Guide
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Last Updated: 02/09/2026
in 5500 User Guide