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Last Updated: 05/15/2025
in 1099 User Guide
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Depending upon the state entered in the applicable payee fields on the draft 1099, additional information may be required for fulfillment and/or fulfillment may not be an option. Click on "State Returns" within a batch to edit the state data requi...
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This is a simple process if the user used the ftwilliam.com 1099 software during the previous year: Select the 1099 software for the previous year's filing; Click on the "Upload/Download Center" under the "Batch features" box; Click on "Downloa...
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You will need the company code, login name and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Getting Help: At the top of every page you will find a drop-dow...
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The system can custom-map fields and do simple calculations on fields. To get to the mapping information for a field, select the census grid that will be used for the plan from the "Data Entry Grids" page. Once you have the census grid selected, you...
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Select the applicable plan. Click the 'Compliance' button to get to the DB Compliance home page. Note that if you are not subscribed to the ftw Plan Document module, you will also need to select Cash Balance or Defined Benefit when prompte...
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All of the following are done from the “Transactions” option in the Compliance Menu at the top right of the screen or the side tabs. This part of the software is where you can import or add information about participant account balances and financia...
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There are two methods of consulting the official DOL instructions. On the main "Form 5500 - Year" screen, you may click on the "I" link next to the appropriate schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box. This will display...
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The Form 5500 Software includes several upload and download features. Click on the "Upload and Download Center" in the top-right under "5500 Menu" to open the "Upload and Download Center" page as shown below. Each feature can be accessed by clicki...
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Once taken to the "Local Sign Batches - 20XX" screen. Click on "Create New Batch" in order to set up a batch. Option Two On the ftwilliam.com "Home" screen click on the Wolters Kluwer logo. In the drop-down box, click on "Batches"adn then click...