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Use Form 5558 to apply for a one-time extension of time to file Form 5500, Form 5500-EZ, or Form 5330. It includes general instructions, filing information, and necessary details for the extension
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How to fill out form 5558
How to fill out Form 5558
01
Obtain Form 5558 from the IRS website or your employer.
02
Fill in your name and address in the appropriate sections.
03
Provide your Employer Identification Number (EIN) or Social Security Number (SSN).
04
Indicate the type of plan you are requesting an extension for.
05
Specify the reason for needing the extension.
06
Double-check all information for accuracy.
07
Sign and date the form.
08
Submit the completed form to the IRS, following their mailing instructions.
Who needs Form 5558?
01
Employers or plan administrators who need an extension of time to file the Form 5500 series for employee benefit plans.
02
Any organization that maintains a retirement or welfare benefit plan and requires additional time beyond the original due date.
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Does form 5558 need to be filed electronically?
The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 that will report about the 2024 plan year. And now it can be filed electronically, as well as on paper.
What is the IRS Form 5500 used for?
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
What is the IRS form 5558 used for?
Use Form 5558 to apply for a one-time extension of time to file the Form 5500 series, and Form 8955-SSA. To avoid processing delays, the most recent version of this Form 5558 must be used. For example, this Form 5558 (Rev. January 2025) must be used instead of the January 2024 version or any other prior version.
Who counts as a participant for 5500?
Active participants (i.e., any individuals who are currently in employment covered by the plan and who are earning or retaining credited service under the plan). This includes any individuals who are eligible to elect to have the employer make payments under a Code section 401(k) qualified cash or deferred arrangement.
What type of return is a 5500?
Page 1 of 1 The 5500 series of tax forms are prepared by retirement plans. They report the business activity, investments, expenditures and earnings of the plan for the year.
What is a 5500 used for?
Form 5500 is filed with the DOL and contains information about a 401(k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and DOL with information about the plan's operation and compliance with government regulations.
What happens if you don't file form 5500?
It's normally a year after it was due and includes a substantial penalty. Late filed returns are subject to penalties from both IRS and DOL, so it's very important to identify this mistake before we do. The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.
Does form 5558 have to be signed?
If you are filing Form 5558 for an extension to file Form 5500 series return/report or Form 8955-SSA, a signature is not required.
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What is Form 5558?
Form 5558 is an application used to request an extension of time to file certain employee benefit plan returns, such as Form 5500.
Who is required to file Form 5558?
Form 5558 is required to be filed by plan administrators or plan sponsors of employee benefit plans who need to extend the filing deadline for Form 5500.
How to fill out Form 5558?
To fill out Form 5558, begin by providing the name and EIN of the plan, the tax year, and the type of extension requested. Ensure all required information is entered accurately and submit the form to the appropriate IRS address.
What is the purpose of Form 5558?
The purpose of Form 5558 is to obtain an extension of time to file Form 5500 or certain related forms, allowing plan sponsors additional time to gather necessary documentation.
What information must be reported on Form 5558?
Form 5558 requires reporting the plan name, employer identification number (EIN), plan number, the specific form for which an extension is requested, and the reason for requesting the extension.
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