Where do I send my 5558?
Ava Robinson
Published Apr 12, 2026
File Form 5558 with the Department of Treasury, Internal Revenue Service Center, Ogden, UT 84201-0045. Private delivery services. You can use certain private delivery services (PDS) designated by the IRS to meet the “timely mailing as timely filing” rule for tax returns.
Who can sign form 5558?
If you are filing Form 5558 for an extension to file Form 5330 and/or Form 8955-SSA, the form must be signed. The person who signs this form may be a plan administrator, employer, plan sponsor, or any other individual or authorized representative required to sign the Form 5330 and/or Form 8955-SSA.
What is a 5558 tax form?
Form 5558 is an application used by employers to request more time to file certain employee plan returns. Employers use Form 5558 when they need more time to file other forms; employers can file Form 5558 for one extension. Form 5330: Return of Excise Taxes Related to Employee Benefit Plans.
Who can sign the Form 5500?
(For retirement plan Form 5500 filings, the Code provides that either the plan administrator or the employer/plan sponsor (if different) may sign, but most retirement plan filings must include the plan administrator’s signature due to the ERISA rule.
How do I file form 5330?
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.
How do I file a 5500 report?
All filings are submitted through the DOL’s certified electronic system, EFAST2. To file a delinquent Form 5500, you would log in to EFAST2 using your DOL credentials and submit the form and any supporting documentation electronically.
Who files the form 5330?
IRS Form 5330 is used when paying excise taxes related to employee benefit plans, including 401(k) plans, even though the error that caused the excise tax has already been corrected. While Betterment can help answer questions, typically your accountant or attorney will help you prepare this filing.
Who is required to file a form 5500-EZ?
The Internal Revenue Service (“IRS”) Form 5500-EZ is an annual information return that is required to be filed by every “One-Participant Plan” (owners and their spouses), also known as a Solo 401(k) Plan, with plan asset value in excess of $250,000 as of December 31 of the previous tax year.
