This form used to report and pay the excise tax related to employee benefit plans.

Any tax due must be paid with this application for an extension of time to file Form 5330. Additionally, interest is charged on taxes not paid by the due date even if an extension of time …

Aug 29, 2025 · In summary, Form 5330 acts as a safeguard within the retirement and welfare plan system, ensuring that failures, prohibited transactions, and excesses are identified and …

Aug 5, 2025 · Taxpayers must file Form 5330 electronically for taxable years ending on or after December 31, 2023, if required to file at least 10 returns of any type during the calendar year.

What is form 5330? The Form 5330 has one job – to accompany remittances of certain excise taxes that are associated with qualified retirement plans and 403 (b) plans.

Aug 5, 2025 · Paper forms for filing. Form 5330 can be filed on paper. You can obtain the official IRS printed Form 5330 found on the IRS website and download it to your computer to print …

Dec 18, 2025 · What is a Form 5330? Form 5330 is filed with the IRS and used to report and pay excise taxes related to certain plan errors, such as for late plan contributions.

What is Form 5330? Form 5330 is used to report and pay a variety of excise taxes related to employee benefit plans. One of the most common of these is the excise tax on late deposits …

Apr 22, 2025 · In this guide, you’ll learn how to file Form 5330, including a detailed breakdown of each section. Whether you’re correcting a mistake under ERISA or resolving an excise tax …

Jul 15, 2024 · Form 5330 is used to report the payment of excise tax for a variety of issues, including prohibited transactions (i.e., late deposits), excess contributions, reversion of …