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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...
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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...
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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...
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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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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
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Table of Contents
General Instructions
Future Developments
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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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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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Last Updated: 11/24/2025
in 1099 User Guide
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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 ...