This form is used to report and pay the excise tax related to employee benefit plans. Current Revision Form 5330 PDF Instructions for Form 5330 (Print Version) PDF Recent Developments Clarification for Form 5330, Schedule F, line 2b —18-SEP-2020 Notice 2020 35 and Form 5330 --11-JUN-2020 Other Items You May Find Useful All Revisions for Form 5330 About Publication 560, Retirement Plans for Small Business About Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations Other Current Products
