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Get the free Application for Extension of Time To File Certain Employee Plan Returns - irs ustreas

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This form is used to apply for a one-time extension of time to file various employee benefit plan returns with the IRS, including the Form 5500 series and Form 8955-SSA.
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How to fill out application for extension of

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How to fill out Application for Extension of Time To File Certain Employee Plan Returns

01
Obtain the Application for Extension of Time To File Certain Employee Plan Returns form, typically available on the IRS website.
02
Provide the name of the plan sponsor and the name of the employee benefit plan on the form.
03
Fill in the Employer Identification Number (EIN) associated with the plan.
04
Specify the type of returns you are requesting an extension for, such as Forms 5500 or 5500-SF.
05
Indicate the reason for the extension request in the section provided.
06
Ensure that you check the box indicating you are requesting an extension to file the specific returns.
07
Sign and date the application to certify that the information provided is accurate.
08
Submit the completed application by the due date of the returns to the appropriate IRS address listed in the instructions.

Who needs Application for Extension of Time To File Certain Employee Plan Returns?

01
Employers who sponsor employee benefit plans and need additional time to prepare and file their returns.
02
Plan administrators who are responsible for filing required documents for employee plans.
03
Tax professionals who assist employers or plan administrators in managing and filing employee benefit plan returns.
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People Also Ask about

Use Form 4768 to: Apply for an automatic 6-month extension of time to file Form 706, Form 706-A, Form 706-NA, or Form 706-QDT.
Form 5558 is used to apply for a one-time extension of time to file: Form 5500, Annual Return/Report of Employee Benefit Plan; Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan; Form 5500-EZ, Annual Return of A One-Participant (Owners and Their Spouses) Retirement Plan or A Foreign Plan; or.
U.S. citizens and resident aliens abroad file this form 2350 to ask for an extension of time to file their tax return only if they expect to file Form 2555 or 2555-EZ and need the time to meet either the bona fide residence test or the physical presence test to qualify for the foreign earned income exclusion and/or the
Use an Automatic Extension form to make a payment if both of the following apply: You cannot file your tax return by the original due date. You owe taxes for the current tax year.
Applications for an extension of time to file Form 5500, Form 5500-SF, Form 5500-EZ, and/or Form 8955-SSA that are filed on or before the return/report's normal due date on a properly completed Form 5558 will be automatically approved to the date that is no later than the 15th day of the 3rd month after the return/
You can get an automatic extension of time to file your tax return by filing Form 4868 electronically. You'll receive an electronic acknowledgment once you complete the transaction. Keep it with your records. Don't mail in Form 4868 if you file electronically, unless you're making a payment with a check or money order.
Use Form 7004 to request an automatic 6-month extension of time to file certain business income tax, information, and other returns.
A one-time extension of time to file Form 5500-EZ (up to 2½ months) may be obtained by filing Form 5558 on or before the normal due date (not including any extensions) of the return. You must file Form 5558 with the IRS. Approved copies of the Form 5558 will not be returned to the filer.

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The Application for Extension of Time To File Certain Employee Plan Returns is a form submitted to the IRS to request additional time to file employee benefit plan returns, such as Form 5500.
Employers and plan administrators who manage employee benefit plans subject to reporting requirements under ERISA and the Internal Revenue Code are required to file this application.
To fill out the application, you need to provide your name, address, Employer Identification Number (EIN), the type of plan, and the original filing due date, along with any additional required information as specified by the IRS instructions.
The purpose is to grant additional time for filers who need extra time to properly complete and submit their employee benefit plan returns to avoid penalties.
Required information includes the plan sponsor's name and address, the plan's EIN, type of plan, original due date of the return, and any other specific details required by IRS guidelines.
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