- Form 5330, Return of Excise Taxes Related to Employee Benefit Plans PDF
- Instructions for Form 5330 PDF
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
- Mandatory electronic filing for certain Form 5330 filers using the IRS Modernized e-File (MeF) System
- Exclusion from electronic filing requirement for Form 5330 is available now