Popular Articles

  1. Adding Multiple 5330 Forms

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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...

  2. How to Manually Enter Payer Data

    Last Updated: 12/09/2025 in 1099 User Guide Working with Form 1099
    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...

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

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminders Specific Instructions Exceptions to rep...

  4. 1099 State Help: SmartCharts and technical documents

    Last Updated: 01/12/2026 in 1099 User Guide 1099 Module FAQs and Supplementals
    Here are some links to helpful documentation: State Reconciliation Form Chart  - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will ...

  5. Sponsor Portal- Checking E-File Status

    Last Updated: 02/12/2025 in 5330 User Guide Portal Users Experience
    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...

  6. How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software

    Last Updated: 07/29/2024 in Portal User Guide Sending Documents Through the Portal
    Similarly, to publishing an item to the portal from within the document’s module, you are also able to publish items that do not originate within the ftwilliam.com software to the portal for your clients to view or e-sign. In these instances, nav...

  7. How to batch import payee/participant data

    Last Updated: 01/03/2025 in 1099 User Guide Working with Form 1099
    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...

  8. 2025 Instructions for Forms 1094-B and 1095-B

    Last Updated: 12/04/2025 in ACA User Guide ACA- Annual Form Instructions 2025 1094/1095 Instructions
    2025 Instructions for Forms 1094-B and 1095-B View Official IRS Instructions Table of Contents Future Developments What's New Additional Information   General Instructions for Forms 1094-B and 1095-B ...

  9. Edit Plan

    Last Updated: 12/19/2024 in User Interface and Navigation General Navigation and Company / Plan Creation
    Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" b...

  10. Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025)

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminders Specific Instructions Excepti...
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