This version of the form is not currently in use and is provided for reference only. Download this version of Instructions for IRS Form 5330 for the current year.
This document contains official instructions for IRS Form 5330 , Return of Excise Taxes Related to Employee Benefit Plans - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5330 is available for download through this link.
Q: What is IRS Form 5330?
A: IRS Form 5330 is a form used to report and pay excise taxes related to employee benefit plans.
Q: What are excise taxes?
A: Excise taxes are taxes imposed on certain activities or transactions, such as failing to meet certain requirements or violating certain rules related to employee benefit plans.
Q: Who needs to file IRS Form 5330?
A: Anyone who is required to pay excise taxes related to employee benefit plans must file IRS Form 5330.
Q: How do I file IRS Form 5330?
A: To file IRS Form 5330, you can either mail it to the address provided on the form or electronically file it using the IRS e-file system.
Q: When is the deadline to file IRS Form 5330?
A: The deadline to file IRS Form 5330 is generally the 15th day of the 5th month after the end of the employer's taxable year.
Instruction Details:
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