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Last Updated: 11/25/2025
in 1099 User Guide
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Correcting Payees in a Locked Batch (FTW Fulfillment Originals) If the original records were processed through FTW Fulfillment , follow these steps to prepare a correction: Access the FTW System Select the appropriate Company/Plan . Cli...
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Last Updated: 11/25/2025
in 1099 User Guide
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Users can download files from ftwilliam.com for upload into the FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
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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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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...