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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 5330
for the current year.
IRS Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
What Is IRS Form 5330?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on December 1, 2021. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 5330?
A: IRS Form 5330 is a tax form used to report and pay excise taxes related to employee benefit plans.
Q: Who needs to file IRS Form 5330?
A: Employers or plan administrators who are liable for excise taxes related to employee benefit plans are required to file IRS Form 5330.
Q: What are excise taxes related to employee benefit plans?
A: Excise taxes related to employee benefit plans are taxes imposed on certain prohibited transactions and failures to meet certain requirements under the Internal Revenue Code.
Q: When is the deadline for filing IRS Form 5330?
A: The deadline for filing IRS Form 5330 is the last day of the 7th month after the end of the employer's or plan administrator's tax year.
Q: Are there any penalties for not filing IRS Form 5330?
A: Yes, there are penalties for not filing IRS Form 5330, including additional taxes and interest on the unpaid excise taxes.
Form Details:
- A 6-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5330 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
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