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2025 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Sc...
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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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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
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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: 11/24/2025
in 1099 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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For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding.
Note: New users without plans set u...
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2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans
Link to the final rule
Scope
Limited Exceptions for Certain Multiemployer Plans
Mergers and Consolidations
Identifying Information (Sec. 252...
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Edit checks can be performed on any form or schedule at any time. There are two ways to run and review edit checks: Visual Edit Checks While editing a form or schedule, click Run Edit Checks at the top left of the screen. This highlight...
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Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability
View Official IRS Instructions
Table of Contents
Future Developments
Reminders
General Instructions ...