OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

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

OMB 1545-0575 · TREAS/IRS.

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 2026-07-31 and is listed under ICR 202212-1545-022.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 8868 Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit PlansForm and Instruction
Form Form 5330 Return of Excise Taxes Related to Employee Benefit PlansForm
2026 Supporting Statement 1545-0575 (Form 5330 and Form 8868).docxSupporting 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
Return of Excise Taxes Related to Employee Benefit Plans Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202604-1545-001 Extension without change of a currently approved collection 2026-05-29
202212-1545-022 Revision of a currently approved collection 2023-03-15 Approved without change
202010-1545-007 Extension without change of a currently approved collection 2020-12-31
201707-1545-015 Extension without change of a currently approved collection 2017-10-25 Approved without change
201311-1545-021 Extension without change of a currently approved collection 2014-01-31 Approved without change
201009-1545-015 Extension without change of a currently approved collection 2010-10-29 Approved without change
200801-1545-003 No material or nonsubstantive change to a currently approved collection 2008-01-10 Approved without change
200705-1545-030 Revision of a currently approved collection 2007-07-17 Approved without change
200406-1545-027 Revision of a currently approved collection 2004-06-16 Approved without change
200310-1545-038 No material or nonsubstantive change to a currently approved collection 2003-10-30 Approved without change
200212-1545-028 No material or nonsubstantive change to a currently approved collection 2002-12-16 Approved without change
200106-1545-024 Extension without change of a currently approved collection 2001-06-15 Approved without change
199812-1545-001 Extension without change of a currently approved collection 1998-12-04 Approved without change
199808-1545-058 No material or nonsubstantive change to a currently approved collection 1998-08-26 Approved without change
199603-1545-014 No material or nonsubstantive change to a currently approved collection 1996-03-27 Approved without change
199507-1545-019 Extension without change of a currently approved collection 1995-07-21 Approved without change
199303-1545-012 Revision of a currently approved collection 1993-03-04 Approved without change
199004-1545-009 Revision of a currently approved collection 1990-04-12 Approved without change
198809-1545-009 Revision of a currently approved collection 1988-09-20 Approved without change
198712-1545-015 No material or nonsubstantive change to a currently approved collection 1987-12-10 Approved with change
198708-1545-013 Revision of a currently approved collection 1987-08-03 Approved without change
198612-1545-016 Revision of a currently approved collection 1986-12-24 Approved without change
198508-1545-036 No material or nonsubstantive change to a currently approved collection 1985-08-14 Approved with change
198504-1545-008 Revision of a currently approved collection 1985-04-08 Approved without change
198402-1545-025 Revision of a currently approved collection 1984-02-21 Approved without change
198309-1545-016 Revision of a currently approved collection 1983-09-07 Approved without change
198110-1545-100 New collection (Request for a new OMB Control Number) 1981-10-08 Approved without change

OMB Details

Return of Excise Taxes Related to Employee Benefit Plans

Federal Enterprise Architecture: General Government - Taxation Management

Information collection instruments
FormNameElectronic accessType
Form Form 5330Return of Excise Taxes Related to Employee Benefit PlansFillable PrintableForm

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.