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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 ...
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Last Updated: 01/12/2026
in 1099 User Guide
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2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to N...
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2025 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan
View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Pr...
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2025 Instructions for Schedule SB
(Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
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2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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2025 Instructions for Schedule MEP (Form 5500)
Multiple-Employer Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must Fil...
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2025 Instructions for Schedule MB
(Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
Gen...
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2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spe...