Popular Articles

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

  2. Form 5558 Instructions

    Form 5558 Application for Extension of Time To File Certain Employee Plan Returns (January 2025) View Official IRS Instructions Table of Contents General Instructions Future Developments ...
  3. 2025 Instructions for Schedule D

    2025 Instructions for Schedule D (Form 5500) DFE/Participating Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Sc...
  4. 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...
  5. Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025)

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminders Specific Instructions Excepti...
  6. 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...
  7. Batch Annual Notice

  8. Add, Edit, or Remove Portal Users

  9. 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...
  10. 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...