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Last Updated: 11/24/2025
in 1099 User Guide
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Global Email Settings can be accessed by selecting the Wolters Kluwer logo , then navigating to Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of Master Admin User or Designated Admin have permiss...
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After the 8955 data has been entered, the data verified and edit checks have been run, the filing may be added to a batch.
Access the Batch Screen:
From within the 8955-SSA window of the 5500 module, click on the Batches/Fulfi...
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2025 Instructions for Form 8955-SSA
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA
Table of Contents
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2024 Instructions for Schedule DCG
(Form 5500)
Individual Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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The 5500 module allows for users to mass edit check as well as lock or unlock 5500/EZ/SF filings. To access this feature, navigate to the Wolters Kluwer Logo> Batches> 5500 Batch/Workflow. From here, select the applicable year from the dropdown menu...
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Once a batch has been sent for fulfillment, users can view the completion status from the "Show Batches" screen. See below for information related to each heading on that page:
Payer Completion Date
This column will update to "Pe...
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As of the 2024 filing year, users are now able to upload the Form 5558 in mass. Note: This feature is only available for 2024 filing years forward and will not populate in prior years. To access this feature:
Navigate to the 5500 Menu U...
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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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When the user is on the "1099-X - Year" screen, the user would click on "Add Payee" button within the "Edit Payees" box. The user will receive a prompt to enter a Payee's First Name and Last Name. Then, the user will click "Add Participant", th...