How do I get a copy of my form 5500?
Using the online tool Get Transcript by Mail; Calling 800-908-9946; or. Completing and sending either Form 4506-T or Form 4506T-EZ to the IRS. You can also use Form 4506-T to request other tax records: tax account transcript, record of account, wage and income and verification of non-filing.
Who is required to file a 5500 form?
Plan administrators for Keoghs (e.g. money purchase, profit sharing), company pension (i.e. defined benefit) and company profit sharing plans, certain 403(b) plans, and 401(k) plans must generally file a Form 5500 each year.
What happens if you don’t file Form 5500?
The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000. For returns required to be filed after December 31, 2019, the penalty for failure to file is increased to $250 a day (up to (150,000).
What is an IRS form 5500?
Form 5500, Annual Return/Report of Employee Benefit Plan (form and instructions) The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA.
Can Form 5558 be filed electronically?
Just because you complete the Form 5558 extension, doesn’t mean you’re automatically off the hook. As you cannot use the EFAST2 system to electronically file the extension, you actually need to have the extension postmarked and mailed no later than the original filing due date.
How do I file Form 5500 electronically?
How to Electronically File
- Step 1: Register with EFAST2: Go to the EFAST2 website (https://www.efast.dol.gov/welcome.html) and click “Register” on the left hand side under the Main section.
- Step 2: Electronically File Form 5500: Log in to the EFAST2 website (https://www.efast.dol.gov/welcome.html)
Where do I send my 5558?
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.