• Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
  
• Instructions

Tips for Preparing Form 5330:

• Sign the Form 5330
  
  
• Use the correct plan number
  • Do not leave plan number blank
  • Double check the plan number
    
    
• File separate Form 5330s to report two or more excise taxes with different due dates

Are You Using the Correct Address?

Send your Form 5330 to:

Department of Treasury
Internal Revenue Service Center
Ogden, UT 84201

Returns mailed to the former service centers experience delays in processing.

Additional Resources

• Completing a Power of Attorney Form for Form 5330
  
  
• Phone forum on Form 5330 completion and processing
  • Transcript
  • Questions and Answers
  • Example
     
• Employee Plans Compliance Unit projects on Form 5330
  • Form 5330 – Section 4979 Excise Tax
  • Form 5330 – Prohibited Transactions Project