To avoid processing delays the most recent version of this Form 5558 should always be used. For CAUTION example this Form 5558 Rev. August 2012 should be used instead of the June 2011 version or any other prior version. To determine the most recent version of this Form go to IRS.gov/retirement. A signature is no longer required for an extension to file Form 8955-SSA. As under the June 2011 version of Form 5558 a signature is also not required to extend the time to file Form 5500 series however a...signature is still required to extend the time to provided space for the names of three plans as a result a single Form 5558 could be used to extend the time to file returns for three plans. State in detail why you need the extension Enter the Code section s imposing the tax Under penalties of perjury I declare that to the best of my knowledge and belief the statements made on this form are true correct and complete and that I am authorized to prepare this application. Signature Date Cat. No....12005T Form 5558 Rev. 8-2012 Page 2 General Instructions Section references are to the Internal Revenue Code unless otherwise noted. What s New The June 2011 version of Form 5558 required a signature for extensions of time to file Form 8955-SSA. Print Form Form Application for Extension of Time To File Certain Employee Plan Returns Rev* August 2012 Department of the Treasury Internal Revenue Service Part I A OMB No* 1545-0212 For Privacy Act and Paperwork Reduction Act Notice see instructions....Information about Form 5558 and its instructions is at www*irs*gov/form5558 File With IRS Only Identification B Name of filer plan administrator or plan sponsor see instructions Filer s identifying number see instructions Employer identification number EIN 9 digits XX-XXXXXXX Number street and room or suite no. If a P. O. box see instructions Social security number SSN 9 digits XXX-XX-XXXX City or town state and ZIP code C Plan number Plan name MM Plan year ending DD YYYY Extension of Time To...File Form 5500 Series and/or Form 8955-SSA Check this box if you are requesting an extension of time on line 2 to file the first Form 5500 series return/report for the plan listed in Part 1 C above. I request an extension of time until / to file Form 5500 series see instructions. Note. A signature IS NOT required if you are requesting an extension to file Form 5500 series. to file Form 8955-SSA see instructions. The application is automatically approved to the date shown on line 2 and/or line 3...above if a the Form 5558 is filed on or before the normal due date of Form 5500 series and/or Form 8955-SSA for which this extension is requested and b the date on line 2 and/or line 3 above is not later than the 15th day of the third month after the normal due date. to file Form 5330. You may be approved for up to a 6 month extension to file Form 5330 after the normal due date of Form 5330. a b Enter the payment amount attached. c For excise taxes under section 4980 or 4980F of the Code enter...the reversion/amendment date.
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Instructions and Help about IRS 5558
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How to fill out IRS 5558
Instructions and Help about IRS 5558
How to edit IRS 5558
To edit IRS Form 5558, you can use pdfFiller's editing tools. Upload the form to the platform, where you can add, delete, or modify any fields necessary. Ensure that the information matches your records accurately before finalizing the form.
How to fill out IRS 5558
Filling out IRS Form 5558 requires specific information about your organization and its health plan. Follow these steps:
01
Provide your organization’s name, address, and Employer Identification Number (EIN).
02
Input the types of plans your organization offers, such as health and welfare plans.
03
Indicate the reason for requesting an extension.
04
Sign and date the form to certify the information provided is true.
About IRS 5 previous version
What is IRS 5558?
IRS Form 5558 is a form used to apply for an extension of time to file the Form 5500 series. This form allows employers and plan administrators to secure an additional 2.5 months to file required annual reports for employee benefit plans.
Who needs the form?
IRS Form 5558 is necessary for any plan administrator or employer who is required to file Form 5500, which includes pension, health, and welfare plans. If your organization sponsors a retirement or health plan and is looking for additional time to meet filing obligations, you will need to complete this form.
Components of the form
The components of IRS Form 5558 include basic information such as the plan's name, the name of the plan sponsor, the EIN, and the specific reason for the extension request. The form also requires a declaration stating the information provided is correct and complete.
What are the penalties for not issuing the form?
If you fail to file IRS Form 5558 when required, the IRS may impose penalties on your organization. Current penalties may vary based on the specifics of the failure to file and can accumulate daily until the form is submitted.
Is the form accompanied by other forms?
IRS Form 5558 is typically filed alone, but it may be recommended to review your overall compliance with employee benefit plan filings. Keep in mind that if you are also filing Form 5500, careful coordination will be necessary.
What is the purpose of this form?
The purpose of IRS Form 5558 is to request an extension for filing annual reports for certain employee benefit plans. By submitting this form, organizations can avoid penalties that may occur from late filings, ensuring compliance with reporting requirements.
When am I exempt from filling out this form?
You may be exempt from filing IRS Form 5558 if you are a small plan (with fewer than 100 participants) filing a simplified Form 5500, or if you meet other specific criteria outlined by the IRS. Always check the latest IRS guidelines to confirm exemptions relevant to your situation.
Due date
The due date for submitting IRS Form 5558 coincides with the original filing deadline of Form 5500. Therefore, if the original due date is set for July 31, you must file Form 5558 before this date to secure an extension.
What information do you need when you file the form?
To file IRS Form 5558, gather the following information: your organization's name, address, EIN, details of the benefit plan, and the specific reason for requesting an extension. It is important to ensure all data is accurate to avoid complications.
Where do I send the form?
Submit IRS Form 5558 to the appropriate address outlined by the IRS based on your location and the type of plan you are reporting on. You can find the correct mailing address in the instructions accompanying the form.
FAQ about IRS 5558
What steps should I take if I realize I've made a mistake on my IRS 5558 form?
If you discover an error on your IRS 5558 form after submission, the first step is to file an amended version of the form with the correct information. Ensure to clearly indicate that it is a correction by marking the form appropriately. Keep a copy of the amended form for your records and any correspondence regarding the correction process.
How can I verify that my IRS 5558 submission has been received and processed?
To confirm the status of your IRS 5558 submission, you can check the IRS e-file system or contact the IRS directly for updates. Be prepared to provide your submission details, including the date of filing and your taxpayer identification number to facilitate the inquiry.
What are some common mistakes to avoid when filing the IRS 5558?
Common errors when filing the IRS 5558 include incorrect taxpayer identification numbers, failing to sign the form, and submitting incomplete information. To prevent these mistakes, carefully review the form before submission and ensure all required information is accurate, complete, and clearly legible.
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
