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A newer feature available for the 2014 and current 1099-Rs. Similar to the 5500 Module, the 1099-R Module is now able to "Bring forward [prior year] 1099 Participants for this plan only". Master and Designated Admin Users also have the optio...
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When the user is on the "1099-X - Year" screen, the user would click on "Add Payee" button within the "Edit Payees" box. The user will receive a prompt to enter a Payee's First Name and Last Name. Then, the user will click "Add Participant", th...
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If you've forgotten your password, follow these steps to reset it:
Step 1: Enter Company Code and Username
To begin the reset process:
Go to the login screen.
Enter your Company Code and Username .
These fields are required...
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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