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Filings tips and updates, notices, and other helpful materials to assist you in preparing your Form 5330 returns.

Completing a Power of Attorney Form for Form 5330

Providers listed on this webpage are approved IRS e-file providers; however, they are not part of, nor do they have any special relationship with the Internal Revenue Service.

Any employer or individual required to file an excise tax return on Form 5330, Return of Excise Taxes Related to Employee Benefit Plans, must file the excise tax return electronically for taxable years ending on or after December 31, 2023, if the filer is required to file at least 10 returns of any type during the calendar year that the Form 5330 is due.

Forms needed for your plan and dates due.

We examined 69 Form 5500 series returns to verify whether non-cash contributions were made to defined benefit or money purchase plans as reported on the Form 5500 series return, and if they were, to pursue potential prohibited transactions.

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.

Retirement Topics - Tax on Prohibited Transactions

Frequently asked questions and answers about enrolled retirement plan agents.

Many EP forms do not require a preparer tax identification number.