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Last Updated: 02/26/2025
in Portal User Guide
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2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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Last Updated: 04/27/2026
in Portal User Guide
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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
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Before accessing any form or schedule, the form must first be added to the 5500 - Year box. The following methods are available:
Quick Links:
Manual Entry
55Autofill
Bring Forward Prior Year Data
Addi...
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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?...
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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Last Updated: 02/26/2025
in Portal User Guide
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Uploading Payee data in bulk is an efficient way to manage large numbers of Payees. This process is completed through the "Upload/Download Center" and allows for batch uploads, saving time compared to manual entry. There are two different options...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...