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Use Form 5330, Return of Excise Taxes Related to Employee Benefit Plans, to report and pay the excise tax related to employee benefit plans.

Use Form 5330, Return of Excise Taxes Related to Employee Benefit Plans, to report and pay the excise tax related to employee benefit plans.

A financial institution that is a disqualified person who engaged in a prohibited transaction with respect to multiple IRAs or plans should file only one Form 5330.

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.

Information about Form 8453-TE, Tax Exempt Entity Declaration and Signature for Electronic Filing, including recent updates, related forms, and instructions on how to file. Form 8453-TE is used by filers to authenticate the electronic Forms 990, 990-EZ, 990-PF, 990-T, 1120-POL, 4720, 8868, 5227, 5330, and 8038-CP or use to authorize ERO, authorize ISP to transmit via a third-party transmitter if you¡¯re filing online, to authorize an electronic payment for Forms 990-PF, 990-T, 1120-POL, 4720, 5330, or 8868.