e-file Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits

To e-file Form 8955-SSA:
  1. Complete Form 8955-SSA in
    Organizer
    ,
    8955-SSA
    , and then
    Deferred Vested Benefits
    .
  2. Go to
    Organizer
    ,
    E-file
    , and then
    Create/Enable E-file
    .
  3. Select
    Enable Annual Registration Statement E-file
    .
  4. Select
    Create Annual Statement E-file
    .
  5. To review any messages generated by the e-file creation, go to the
    Detail
    tab.
  6. Review diagnostics by selecting
    View
    ,
    Diagnostics
    . Clear any alerts and reject diagnostics.
  7. To send qualified e-files, go to
    RS Browser
    ,
    Returns Processing
    ,
    E-file
    , and then
    Select Returns
    .
  8. Select an account, tax year, return type = 5500, and e-file type = Other Forms.
  9. Select
    Federal ready to send
    , and then
    Continue
    .
  10. Select returns, and then
    Submit for E-file
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