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  1. 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?...
  2. 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...
  3. Portal Document and DocPrint Batch Options

  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. 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...
  6. Confirmation, Notification, and Reminder Emails

  7. Locking Form 5330 for E-filing

    A filing must be locked before it can be e-filed. A green check under the Status column for all associated forms confirms that all edit checks have been passed, allowing the filing to be locked. Locking is not possible if any forms fail the edi...
  8. 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...
  9. Adding Multiple 5330 Forms

    To add Form 5330, begin by navigating to the 5500 Module for the specific plan year being filed. The 5330 option is located on the right side of the screen, under the 8955-SSA section. Select the +Add 5330 link in the Draft-Edit column.   A...
  10. Sponsor Portal- Checking E-File Status

    Portal Users are able to check the status of their 5330 filings by selecting the Check 5330 Status  button   on the left side of the screen: Once selected the filing year and description of the forms filed populate in the dropdown menu: NOT...