How do I clear a radio button (e.g. "Yes" or "No" response) on my form or schedule?
You are able to clear radio button responses by double-clicking on the f...
How Do I Prepare A Prior Year Filing For 2002-2008?
Completing a Prior Year Filing for 2002-2008:
Please note: In order to u...
How do I Prepare Form 5500-SF for a One-Participant/Foreign Plan?
Eligible one-participant/foreign plans need complete only the following ...
How do I Complete a Final or Short Year Filing When the Next Year's Form is not yet Available?
The newest iteration of the Form 5500 software will be made available an...
How do I Prepare a Prior Year Filing for 1988-2001, 2009-15?
Completing a Prior Year Filing for 1988-2001, 2009-11:
To prepare a prio...
How would I Prepare a Form 5500 Filing for a Client that needs to use the DFVC Program?
Please see How do I Prepare a Prior Year Filing? for information on comp...
How do I Remove a Blank Entry from the Middle of Schedule D?
If you have a blank entry in the middle of your Schedule D, you will be ...
What is the "Prior Year Filing" Checkbox on the Draft Form 5500/SF used for?
If you completed a 2011 filing on a 2011 form (for example), the "Prior ...