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This form used 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.

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

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

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.

Treas. Reg. 54.6011-3 (b) and Instructions for Form 5330 provide, on an annual basis, exclusions from electronic filing requirements in cases of undue hardship.

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.

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.

The following companies have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Exempt Organizations returns for Tax Year 2022.