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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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Last Updated: 11/24/2025
in 1099 User Guide 945 Forms
To learn more about the form, refer to the Form 945 Instructions under Purpose of Form 945 .
Note: Users are responsible for paper filing the Form 945s; it is not included in the Fulfillment Services offered by ftwilliam.com.
Tip...
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Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...
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What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from t...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminder
Specific Instructions
Specif...
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There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...
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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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Form
What To Report
Amounts To Report
To IRS
To Recipient
1099-DIV
Dividends (including capital gain and exempt-interest dividends) and other stock distributions, including liquidations.
$10 or more; $600 or mo...
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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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This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and ...