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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 not appe...
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Last Updated: 11/12/2025
in 1099 User Guide
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Several fulfillment options are available through the ftwilliam 1099 batching system. Each option determines which parties receive the forms and how the filing is handled.
Note: There is a fee to use this service, please see the 1099 Fulfill...
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Depending upon the state entered in the applicable payee fields on the draft 1099, additional information may be required for fulfillment and/or fulfillment may not be an option. Click on "State Returns" within a batch to edit the state data requi...
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Last Updated: 11/12/2025
in Documents User Guide
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Prior to printing your Annual Notices and supporting documents/forms, it is recommended to first run the edit checks before printing. To run the edit checks for all plans in your batch, go to the top of the batch screen and click on the symbol n...
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Last Updated: 11/05/2025
in Distributions Module Options
If you will be preparing your Form 1099s in the ftwilliam.com software, you have the option to push all of the data that you collected in DTS directly into the Form 1099 Software. In order to do the push, please note the following:
Your...
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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 ...
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Last Updated: 11/03/2025
in 5330 User Guide
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