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I am considering changing software systems (small DC plans, less than 100 1099-Rs per yr) -- going to FT William from Datair. I also have lost my Distributions clerk, so I'm not totally familiar with the IRIS system of filing 1099-Rs yet, but had to go it alone this past January. Forgive me if my question isn't even relevant.

For FT William users does the FT William software integrate somehow with the IRIS system? I might not opt for their "add on" module of 1099-R prep if I have to manually use the IRIS system anyway.

Thanks!

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