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  1. 2025 Instructions for Schedule C

    2025 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  2. Batch Annual Notice

  3. Form 5558 Edit Status and Filing Status

    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...
  4. 5500 Frequently Asked Questions

    Table of Contents Q1: Amending a Filing Q2: Prior Year Filings Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan Q2b: Amending a Prior Year 5500-EZ Q3: Notices from IRS (CP 403 and CP 406 N...
  5. Creating and E-filing a 5558 Batch

    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...
  6. 2024 Form 5330 Instructions

    Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023) View Official IRS Instructions   Table of Contents General Instructions Future Developments ...
  7. E-filing Form 5558

    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...
  8. Completing Form 8955-SSA, Uploads, Batch Features

  9. 2025 Instructions for Forms 1094-C and 1095-C

    2025 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  10. Completing Form 5330 Attachments

    Form 5330 Attachments – What to Attach and How When filing Form 5330 , certain situations require additional documentation. This page explains each attachment type , when to use it , and  how to prepare it correctly . Use the atta...