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About Form 5330, Return of Excise Taxes Related to Employee Benefit Plans

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

Current revision

Instructions for Form 5330 (Print version PDF)

Recent developments

Clarification for Form 5330 regarding a financial institution that is a disqualified person -- 25-APRIL-2025

Other items you may find useful

All revisions for Form 5330

About Publication 560, Retirement Plans for Small Business

About Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations

Notice 2020-35, Additional Administrative Relief with Respect to Deadlines Affected by the Ongoing Coronavirus Disease 2019 Pandemic

Other current products

Page Last Reviewed or Updated: 25-Apr-2025