Form 5330 Corner

 

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