Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans

OMB 1545-0575

Code sections 4971, 4972, 4973(a)(3), 4975, 4976, 4977, 4978, 4978A, 4978B, 4979, 4979A and 4980 impose various excise taxes in connection with employee benefit plans. Form 5330 is used to compute and collect these taxes.

The latest form for Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans expires 2021-01-31 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form 8868 Form 8868 - Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans Form and Instruction
Form Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Form
SUP STAT 1545-0575 (Form 5330 and Form 8868).docx(MB)(NR).docx Supporting Statement A
Form 8868 - Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans Form and Instruction
Return of Excise Taxes Related to Employee Benefit Plans Form

All Historical Document Collections

202212-1545-022 Approved without change	Revision of a currently approved collection	2023-03-15
202010-1545-007	Extension without change of a currently approved collection	2020-12-31
201707-1545-015 Approved without change	Extension without change of a currently approved collection	2017-10-25
201311-1545-021 Approved without change	Extension without change of a currently approved collection	2014-01-31
201009-1545-015 Approved without change	Extension without change of a currently approved collection	2010-10-29
200801-1545-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2008-01-10
200705-1545-030 Approved without change	Revision of a currently approved collection	2007-07-17
200406-1545-027 Approved without change	Revision of a currently approved collection	2004-06-16
200310-1545-038 Approved without change	No material or nonsubstantive change to a currently approved collection	2003-10-30
200212-1545-028 Approved without change	No material or nonsubstantive change to a currently approved collection	2002-12-16
200106-1545-024 Approved without change	Extension without change of a currently approved collection	2001-06-15
199812-1545-001 Approved without change	Extension without change of a currently approved collection	1998-12-04
199808-1545-058 Approved without change	No material or nonsubstantive change to a currently approved collection	1998-08-26
199603-1545-014 Approved without change	No material or nonsubstantive change to a currently approved collection	1996-03-27
199507-1545-019 Approved without change	Extension without change of a currently approved collection	1995-07-21
199303-1545-012 Approved without change	Revision of a currently approved collection	1993-03-04
199004-1545-009 Approved without change	Revision of a currently approved collection	1990-04-12
198809-1545-009 Approved without change	Revision of a currently approved collection	1988-09-20
198712-1545-015 Approved with change	No material or nonsubstantive change to a currently approved collection	1987-12-10
198708-1545-013 Approved without change	Revision of a currently approved collection	1987-08-03
198612-1545-016 Approved without change	Revision of a currently approved collection	1986-12-24
198508-1545-036 Approved with change	No material or nonsubstantive change to a currently approved collection	1985-08-14
198504-1545-008 Approved without change	Revision of a currently approved collection	1985-04-08
198402-1545-025 Approved without change	Revision of a currently approved collection	1984-02-21
198309-1545-016 Approved without change	Revision of a currently approved collection	1983-09-07
198110-1545-100 Approved without change	New collection (Request for a new OMB Control Number)	1981-10-08