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...
Katie Heemskerk Katie Heemskerk
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...
Sarah Turensky Sarah Turensky
How do I Prepare Form 5500-SF for a One-Participant/Foreign Plan?
Eligible one-participant/foreign plans need complete only the following ...
Katie Heemskerk Katie Heemskerk
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...
Katie Heemskerk Katie Heemskerk
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...
Katie Heemskerk Katie Heemskerk
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...
Katie Heemskerk Katie Heemskerk
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 ...
Katie Heemskerk Katie Heemskerk
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 ...
Katie Heemskerk Katie Heemskerk