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  1. Enforcing .CSV Format for Census File Uploads

    This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
  2. Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025)

    Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025) View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments ...
  3. 2024 Instructions for Form 1099-R

    Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. View Official IRS Instructions | View General Instructions General Instructions Futu...
  4. Creating and E-filing a 5558 Batch

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. The following walks through  the...
  5. Batch 5558 Dashboard and Navigation

    The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name-  All existing batches will populate with a hyperlink to select and view individual batch...
  6. Accessing Batch 5558

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...
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  10. Part 4: Conversion Loans