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  1. 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...
  2. 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...
  3. 8955-SSA Frequently Asked Questions

    Table of Contents Who is considered a deferred vested participant? When is the Form 8955-SSA due? On the Form 8955-SSA, for what purpose can I check the "Special extension" box? Must I file a Form 8955-SSA for a year ...
  4. 5500 Forms Settings, Batch Features

    The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
  5. 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...
  6. 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 ...
  7. Add, Edit, or Remove Portal Users

  8. 1099 Corrections

  9. DocPrint

  10. Global Email Settings