Updated Articles

  1. Add, Edit, or Remove Portal Users

  2. How to Post a Batch Annual Notice to the Portal

    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...
  3. 1099 Corrections

  4. Correction for Payer TIN

    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...
  5. Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)

    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...
  6. Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025)

    Instructions for Form 1099-NEC Nonemployee Compensation (Rev. April 2025) View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments ...
  7. 2025 1099 and 5498 Form Instructions

  8. 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 ...
  9. Part 5: Census

  10. 5.4. Edit, Download, Upload Census

    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...