IRS 5330 1998 free printable template
Show details
Form 5330 (Rev. August 1998) Department of the Treasury Internal Revenue Service Return of Excise Taxes Related to Employee Benefit Plans (Under sections 4971, 4972, 4973(a)(3), 4975, 4976, 4977,
pdfFiller is not affiliated with IRS
Get, Create, Make and Sign IRS 5330
Edit your IRS 5330 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your IRS 5330 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit IRS 5330 online
Follow the guidelines below to benefit from the PDF editor's expertise:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit IRS 5330. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
IRS 5330 Form Versions
Version
Form Popularity
Fillable & printabley
How to fill out IRS 5330
How to fill out IRS 5330
01
Obtain IRS Form 5330 from the IRS website or a tax professional.
02
Fill in your name, address, and taxpayer identification number (TIN) at the top of the form.
03
Identify the type of tax being reported by selecting the relevant box.
04
Detail the amount owed for any excise tax, including specific penalties if applicable.
05
Complete the section for payments made, if any, and calculate the balance due.
06
Sign and date the form to certify the information provided is accurate.
07
Mail the completed form to the appropriate IRS address as specified in the instructions.
Who needs IRS 5330?
01
Individuals or businesses that owe excise taxes related to employee benefit plans or other IRS-determined areas.
02
Plan sponsors who fail to pay certain taxes or penalties associated with qualified retirement plans.
03
Taxpayers who need to report and remit the excise tax under specific IRS regulations.
Fill
form
: Try Risk Free
People Also Ask about
What is form 5330 for lost earnings?
After remitting the late deposits and making the additional contributions to cover lost earnings, plan sponsors should complete the Internal Revenue Service (IRS) Form 5330 and pay the excise tax—equal to 15 percent of the lost earnings. The excise tax cannot be paid from the plan assets.
What is IRS form 5330 used for?
This form is used to report and pay the excise tax related to employee benefit plans.
What is Form 5330 for excise tax return?
What is form 5330? The Form 5330 has one job – to accompany remittances of certain excise taxes that are associated with qualified retirement plans and 403(b) plans.
Can you electronically file form 5330?
Form 5330 can be filed electronically using the IRS Modernized e-File (MeF) System through an IRS Authorized Form 5330 e-file Provider. All filers are encouraged to file Form 5330 electronically.
Can you electronically file Form 5330?
Form 5330 can be filed electronically using the IRS Modernized e-File (MeF) System through an IRS Authorized Form 5330 e-file Provider. All filers are encouraged to file Form 5330 electronically.
Who prepares form 5330?
An employer or an individual required to file an excise tax return related to employee benefit plans can file Form 5330 electronically. All filers are encouraged to file Form 5330 electronically because it is safe, easy to complete, and you have an immediate record that the return was filed.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How can I edit IRS 5330 from Google Drive?
People who need to keep track of documents and fill out forms quickly can connect PDF Filler to their Google Docs account. This means that they can make, edit, and sign documents right from their Google Drive. Make your IRS 5330 into a fillable form that you can manage and sign from any internet-connected device with this add-on.
How do I edit IRS 5330 in Chrome?
Install the pdfFiller Google Chrome Extension in your web browser to begin editing IRS 5330 and other documents right from a Google search page. When you examine your documents in Chrome, you may make changes to them. With pdfFiller, you can create fillable documents and update existing PDFs from any internet-connected device.
How do I complete IRS 5330 on an Android device?
Use the pdfFiller app for Android to finish your IRS 5330. The application lets you do all the things you need to do with documents, like add, edit, and remove text, sign, annotate, and more. There is nothing else you need except your smartphone and an internet connection to do this.
What is IRS 5330?
IRS Form 5330 is used to report and pay excise taxes on certain tax-favored accounts, such as retirement plans and health savings accounts, that have failed to meet specific IRS requirements.
Who is required to file IRS 5330?
Entities responsible for maintaining tax-favored accounts, such as plan administrators or trustees, are required to file IRS Form 5330 if the entity has incurred an excise tax due to noncompliance with IRS regulations regarding these accounts.
How to fill out IRS 5330?
To fill out IRS Form 5330, gather the necessary information about the tax-favored account, complete the relevant sections of the form including details about the excise tax incurred, and calculate the total amount owed. Submit the form along with any payment for the tax due.
What is the purpose of IRS 5330?
The purpose of IRS Form 5330 is to report and pay excise taxes related to prohibited transactions, failure to comply with minimum distribution requirements, or other irregularities associated with tax-favored accounts.
What information must be reported on IRS 5330?
IRS Form 5330 requires reporting the name, address, and identification number of the plan or account, the type of excise tax being reported, the amount of tax owed, and any applicable penalties or interest.
Fill out your IRS 5330 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
IRS 5330 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
