5500 E-file: Form 8955-SSA - Enabling Fire E-file

1. Complete details for Form 8955-SSA. To do so, navigate to 5500 Series > Plan Name > 5500 > Annual Registration Stmt Form 8955-SSA > Def. Vested Benef.
2. On the Organizer tab, select E-file > Annual Statement E-file > Enable E-file.

   

3. Select the option to enable e-file for the Electronic Annual Statement (Form 8955-SSA). This is mandatory to ensure the proper updating of the electronic data. This is not required before this point in the return preparation, but it is required from this point forward.

 

 

 

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