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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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Last Updated: 11/24/2025
in 1099 User Guide
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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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Last Updated: 12/17/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
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2025 Instructions for Forms 1094-C and 1095-C
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Additional Information
General Instructions for Forms 1094-C and 1095-C
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First click the “Start Distribution” button in the upper right hand corner of the plan level dashboard as displayed above. Next, enter the name of your participant. Now you will be asked to fill in the email address, social security number, and ...
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Last Updated: 10/29/2024
in DC Compliance
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Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe...
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To amend a filing that was originally e-filed via ftwilliam.com, navigate to the E-File Status page of the 5330 section.
Once on the E-file Status page, scroll to the far right of the grid and sel...
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View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instructions
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