-
To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...
-
After the 8955 data has been entered, the data verified and edit checks have been run, the filing may be added to a batch.
Access the Batch Screen:
From within the 8955-SSA window of the 5500 module, click on the Batches/Fulfi...
-
Last Updated: 09/15/2026
in Portal User Guide
-
When configuring email settings using the Specify a Server selection, you may occasionally encounter error messages when attempting to send an email. These messages typically indicate a configuration, connection, or security-related issue and can ...
-
Document Module Depending on your needs, you may either print generated documents or save plan information through available reports. Please review the following resources for instructions: Printing Documents Reports - Document Provis...
-
Last Updated: 08/31/2026
in 1099 User Guide
-
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 chan...
-
Last Updated: 08/20/2026
-
This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way. NOTE: The Generic XML File Upl...
-
2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spec...