2020)Internal Revenue-2025

Show details

4.7 out of 5

36 votes

The document is Form 5330, a tax return used to report excise taxes related to employee benefit plans as mandated by the Internal Revenue Service (IRS). It includes various sections for reporting different types of taxes applicable under specific sections of the Internal Revenue Code, such as taxes on nondeductible contributions, excess contributions, prohibited transactions, and failures to meet minimum funding standards. The form requires detailed information about the filer, plan sponsor, and specific tax calculations based on contributions and compliance with regulations.

Here's how it works

01. Edit your form 5330 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send irs form 5330 via email, link, or fax. You can also download it, export it or print it out.

How to rapidly redact About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the best editor for modifying your documents online. Follow this simple guide to redact About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue in PDF format online at no cost:

Sign up and log in. Create a free account, set a secure password, and go through email verification to start working on your forms.
Add a document. Click on New Document and select the form importing option: add About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue from your device, the cloud, or a secure URL.
Make changes to the template. Take advantage of the top and left panel tools to modify About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue. Add and customize text, pictures, and fillable areas, whiteout unneeded details, highlight the significant ones, and comment on your updates.
Get your documentation done. Send the sample to other parties via email, generate a link for faster document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail added.

Discover all the advantages of our editor today!

See more About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue versions

We've got more versions of the About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue form. Select the right About Form 5330, Return of Excise Taxes Related toInstructions for Form 5330 (12/2020)Internal RevenueInstructions for Form 5330 (12/2020)Internal Revenue version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2022	4.7 Satisfied (36 Votes)
2021	4.8 Satisfied (55 Votes)
2013	4.4 Satisfied (321 Votes)
2009	4 Satisfied (47 Votes)
2003	4.4 Satisfied (169 Votes)
1998	4.4 Satisfied (45 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can form 5330 be filed electronically?

Form 5330 can be filed electronically using the IRS Modernized e-File (MeF) System through an IRS Authorized Form 5330 e-file Provider.

How to avoid federal excise tax?

This is done by filing an exemption certificate with the order. (The Exemption Certificate, STD. 802, is available from Department of General Services, Office of Procurement, Material Services Section.)

What is the purpose of an excise tax?

Excise taxes are used by the government as a way to generate revenue and, more importantly, to discourage the consumption of unhealthy products and activities deemed harmful to health and society, such as tobacco products and gambling.

What is an excise tax return for?

Businesses that are subject to excise tax generally must file a Form 720, Quarterly Federal Excise Tax Return to report the tax to the IRS. Many excise taxes go into trust funds for projects related to the taxed product or service, such as highway and airport improvements. Excise taxes are independent of income taxes.

What are excise returns?

Excise taxes are primarily business taxes. They are separate from other taxes that corporations must pay, such as income taxes. Businesses charging and receiving excise taxes are required to file Form 720 Federal Excise Tax Return on a quarterly basis and include quarterly payments.

5330 form

Form 5330 instructions IRS Form 5330 Form 5330 late contributions Form 5330 PDF Form 5330 due date How to file Form 5330 electronically Form 5330 example Form 5330 401k

Do I need to file a quarterly federal excise tax return?

federal excise taxes listed on Form 720, Parts I and II, for the current quarter. See How To File, later, for more information. You must file a return for each quarter of the calendar year as follows.

What is the penalty for filing form 5330?

If you file late, you may attach a statement to Form 5330 explaining the reasonable cause. Penalty for late payment of tax. If you do not pay the tax when due, you may have to pay a penalty of of 1% of the unpaid tax for each month or part of a month the tax is not paid, up to a maximum of 25% of the unpaid tax.

Who needs to file an excise tax return?

Taxpayers include importers, manufacturers, retailers, and consumers, and vary depending on the specific tax. Excise taxes may be imposed at the time of: Entry into the United States, or sale or use after importation. Sale or use by the manufacturer.