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2002 Form 5330 (Fill-in Version) Return of Excise Taxes Related to Employee Benefit Plans

2002 Form 5330 (Fill-in Version) Return of Excise Taxes Related to Employee Benefit Plans-2025

2002 Form 5330 (Fill-in Version) Return of Excise Taxes Related to Employee Benefit Plans Preview on Page 1

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Form 5330 is a tax return used to report excise taxes related to employee benefit plans, specifically under various sections of the Internal Revenue Code. It includes details on nondeductible contributions, excess contributions, prohibited transactions, and other specific taxes applicable to qualified plans. The form requires information about the filer, plan sponsor, and various tax calculations for compliance with IRS regulations.

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What is form 5330 return of excise taxes related to employee benefit plans?

What is Form 5330? Form 5330 is used to report and pay a variety of excise taxes related to employee benefit plans. One of the most common of these is the excise tax on late deposits made while correcting through the Department of Labors Voluntary Fiduciary Correction Program (VFCP).

Who submits form 2848?

Under federal law, taxpayer information is confidential. This means the IRS cannot share or discuss tax information with a third party unless the taxpayer authorizes them to do so. Form 2848 allows a taxpayer to authorize an agent to represent them before the IRS and receive their tax information.

What is an excise tax return?

Excise taxes are independent of income taxes. Often, the retailer, manufacturer or importer must pay the excise tax to the IRS and file the Form 720. Some excise taxes are collected by a third party. The third party then sends the tax to the IRS and files the Form 720.

What is form 5330 used for?

This form is used to report and pay the excise tax related to employee benefit plans.

Is form 5330 required to be filed electronically?

The Filing Requirement Reg. 54.6011-3(a), a taxpayer is required to file Form 5330 electronically for taxable years ending on or after Dec. 31, 2023, if the filer is required to file at least 10 returns of any type during the calendar year that the Form 5330 is due.

Who can file form 5330 electronically?

Any employer or individual required to file an excise tax return on Form 5330, Return of Excise Taxes Related to Employee Benefit Plans, must file the excise tax return electronically for taxable years ending on or after December 31, 2023, if the filer is required to file at least 10 returns of any type during the

Who fills out form 5330?

A Form 5330 must be filed by: Any employer who is liable for the tax under section 4971 for failure to meet the minimum funding standards under section 412 (liability for tax in the case of an employer who is a party to a collective bargaining agreement, see section 413(b)(6)).

Who prepares form 5330?

If someone other than the plan sponsor is preparing the form, that person is required to have a Preparer Tax Identification Number (PTIN) and report it on the form. In the vast majority of situations, DWC is able to calculate any excise taxes and prepare the Forms 5330 for its clients.

2002 Form 5330 (Fill-in Version) Return of Excise Taxes Related to Employee Benefit Plans-2025

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