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Posted

I need suggestions on 8955-SSA filing software. All I need is something for the 8955 electronic filing. 

The IRS site provides a list of vendors but the vendor websites do not provide much information.

Thought I'd check here for reviews before calling the vendors listed.

Thank you

Posted

tough question, without knowing how many you plan to file, cost, etc.

and if you have a TCC number that might make a difference as well. I think most softwares you don't have to have one, but some may give you the option of filing under theirs or yours, with a difference in price.

..................

We use FT William (with their 5500 software) but I don't think that makes a difference if you don't use the 5500 feature.

I find it real easy to use, one nice feature is by typing in the company EIN the software pulls the basic information on the plan and populates much of the info on the first page. If you have lots of SSA for a particular plan they have a fairly easy to use excel import file as well. but then I'm speaking having used the system for a number of years.

Posted

We use ASC and are very happy with them.  Simple to use and great customer support.  We just had a plan with over 2,300 listed on their 8955-SSA.  Since it was so large, they had their IT guys import it for us.

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