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Last Updated: 06/30/2026
in 5500 User Guide
Overview: There are two methods to sign a completed 5500; you may either sign locally or via the portal. Portal. To sign via the portal, the filing's preparer sets up a signer(s) to use the ftwilliam.com portal (under Work with Signers/Port...
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Last Updated: 06/30/2026
in 5500 User Guide
The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
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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" and then cl...
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Last Updated: 06/03/2026
in 1099 User Guide
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IRS FIRE System Retirement and Transition to IRIS
The IRS is retiring the Filing Information Returns Electronically (FIRE) system and transitioning all filers to the Information Returns Intake System (IRIS). This article explains what is ch...
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If you are having trouble receiving your password reset code or email, please follow the steps below based on the method you are using. Text Message Troubleshooting
SMS Compatible Device: Ensure your device can receive SMS messages and is ...
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Last Updated: 05/28/2026
in 5330 User Guide
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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule C ...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...