Popular Articles

  1. Adding Attachments to the Form 5330

    Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...
  2. ACA Batch Frequently Asked Questions (FAQs)

    ACA Batch Frequently Asked Questions (FAQs) Q1: What does ftwilliam.com's fulfillment service include for ACA? Q1a: What States will ftwilliam.com offer for E-File? Q1b: What is the cost to use ftwilliam.com's services?...
  3. 1099 Fulfillment Service Options

    Several fulfillment options are available through the ftwilliam 1099 batching system. Each option determines which parties receive the forms and how the filing is handled. Note: There is a fee to use this service, please see the 1099 Fulfill...
  4. 2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...
  5. 2025 Form 1096 Instructions

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Caution Purpose of form Who must file When to file Where to fi...
  6. Confirmation, Notification, and Reminder Emails

  7. How to Reset Your FTW Password

    If you've forgotten your password, follow these steps to reset it: Step 1: Enter Company Code and Username To begin the reset process: Go to the login screen. Enter your Company Code and Username . These fields are required...
  8. Portal Document and DocPrint Batch Options

  9. Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminders Specific Instructions Exceptions to rep...
  10. Enter Information on a Form 5500 schedule

    To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...