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To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...
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Last Updated: 11/24/2025
in 1099 User Guide
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There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to https://www.ftwil...
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Additional pages 4 and 5 have been added to accommodate any Schedule C transactions that exceed the available space on Form 5330. Previously, these transactions were included as attachments, but they must now be entered directly on the form, as...
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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...
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Last Updated: 01/30/2026
in Portal User Guide
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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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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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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...