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Last Updated: 09/25/2025
in Portal User Guide
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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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Last Updated: 09/25/2025
in 1099 User Guide
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Correction for Payer TIN
Note that if users have reported information for an incorrect Payer TIN, that the Payer TIN should be corrected via a letter to the IRS; see the IRS instructions for details. New for 2014 and current, users will b...
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Instructions for Form 1099-INT
Interest Income and Original Issue Discount
(Rev. January 2024)
View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Futu...
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Instructions for Form 1099-NEC
Nonemployee Compensation
(Rev. April 2025)
View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
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Instructions for Form 1099-MISC
Miscellaneous Information
(Rev. April 2025)
View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments ...
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Last Updated: 09/19/2025
in DC Compliance User Guide
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Having selected the format for uploading/viewing your participant census data, you are ready to load your data. Edit Census Data can be edited directly within the census grid - to update a field, simply double-click on it and enter the new infor...