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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 ...
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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
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2024 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Characteristics Codes
Table of Contents
Changes to Note
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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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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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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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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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Last Updated: 09/19/2025
in DC Compliance User Guide
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Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu. This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively. Selecting the 5558 Report lin...