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Last Updated: 01/15/2026
in Managed Services
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Last Updated: 01/15/2026
in 5500 User Guide
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2025 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS Instructions | Business Codes | Characteristics Codes
Table...
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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 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 ...