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Follow the steps below to create a 1099 or 5498 batch, run necessary checks, and select the appropriate fulfillment options.
Step 1: Create a New Batch
Click + Create New Batch in the upper-left corner of the Batch screen.
E...
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For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding.
Note: New users without plans set u...
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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 i...
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Last Updated: 11/24/2025
in 1099 User Guide
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Last Updated: 11/24/2025
in 1099 User Guide 945 Forms
To prepare Form 945, click on the "Edit 945" link on the left of the screen; this will open the form to allow you to make any required adjustments. You can also add a Paid Preparer, if applicable, by selecting the preparer from the "Add Paid Prepa...
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Last Updated: 11/24/2025
in Portal User Guide
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Confirmation E-mail Assistant Simulator
This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module.
To use:
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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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Last Updated: 11/24/2025
in 1099 User Guide
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If users are printing and mailing the forms, then users should do this from the "Print Menu" on the main "1099-X - Year" screen of the website. See below for information on the ftwilliam.com Fulfillment Service . ftwilliam.com can do the printing...