Only the plan listed on Form 5558 will be processed. Lists attached to the Form 5558 will not be processed. A DCG reporting arrangement can file a single Form 5558 for an of participating plans in the DCG to the Form 5558. How to file. A separate Form 5558 must be used for each plan for which an extension is requested. For example if an employer maintains a defined benefit plan and a profit-sharing plan a separate Form 5558 must be filed for each plan. A single Form 5558 may however be used to...extend the time to file a plan s Form 5500 series return/report and its Do not attach lists of other plans to Form 5558. Where To File Effective January 1 2025 you can file Form 5558 electronically through EFAST2 or you can file paper Form 5558 with the Department of the Treasury Internal Revenue Service Center Ogden UT 84201-0045. To avoid processing delays the most recent version of this Form 5558 must be used. For example this Form 5558 CAUTION 2024 version or any other prior version. To...determine the most recent version of this form go to www.irs.gov/Form5558. A new address shown on Form 5558 will not update your records. You can get Form 8822-B at www.irs.gov/Form8822B. D. Three-Digit Plan Number PN Purpose of Form Use Form 5558 to apply for a one-time extension of time to file the Form 5500 series and Form 8955-SSA. Form 5558 must include the PN. Enter the three-digit PN that the employer assigned to the plan. Plans must be numbered consecutively starting with 001. An...extension granted under this exception cannot be extended further by filing Form 5558 after the normal due date of Form 5500 Form 5500-SF Form 5500-EZ or Form 8955-SSA. Print Form Form Rev* January 2025 Application for Extension of Time To File Certain Employee Plan Returns Department of the Treasury Internal Revenue Service Part I A Go to www*irs*gov/Form5558 for the latest information* OMB No* 1545-1610 File With IRS Only Identification Name of filer plan administrator or plan sponsor see...instructions B Employer identification number EIN D Three-digit plan number PN Number street and room or suite no. If a P. O. box see instructions. City or town state and ZIP code C Name of plan E Plan year end date Extension of Time To File Form 5500 Series and/or Form 8955-SSA Check this box if you are requesting an extension of time on line 2 to file the first Form 5500 series return/report for the plan listed in Part I item C above. I request an extension of time until / to file Form 5500...series. See instructions. to file Form 8955-SSA. You may apply online by going to www*irs*gov/EIN* The EIN is issued immediately once the application information is validated* You may also apply for an EIN by faxing or mailing Form SS-4 to the IRS obtained at www*irs*gov/OrderForms. If the principal business was created or organized outside of the United States or its territories you may apply for an EIN by calling 267-941-1099 toll call. Private delivery services for paper filing. You can use...certain private delivery services PDSs designated by the IRS to meet the timely mailing as timely filing rule for tax returns.
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Instructions and Help about IRS 5558
How to edit IRS 5558
How to fill out IRS 5558
Instructions and Help about IRS 5558
How to edit IRS 5558
To edit the IRS 5558 form, you may use online services or PDF editors capable of handling tax documents. Ensuring that you have the most recent version is crucial before making any changes. Utilize tools that allow you to fill in, edit, and save the form securely.
How to fill out IRS 5558
Filling out IRS 5558 requires attention to detail. Begin by gathering necessary information, including your organization's name, EIN, and tax year details. Follow the line-by-line instructions on the form, ensuring accurate reporting of relevant data to avoid penalties.
Latest updates to IRS 5558
Latest updates to IRS 5558
Keep informed about any changes to IRS 5558, as the IRS may periodically adjust requirements or processes. Always consult the IRS website for the latest updates or revisions regarding this form to ensure compliance.
All You Need to Know About IRS 5558
What is IRS 5558?
IRS 5558 is a form used by employers to request an extension of time to file certain employee benefit plan returns. This form is particularly relevant for plans governed by ERISA that require the filing of Form 5500.
Who needs the form?
Employers sponsoring employee benefit plans must file IRS 5558 if they need an extension for their Form 5500 filings. This includes plans such as retirement plans, health and welfare plans, and any other plans that are subject to ERISA requirements.
Components of the form
The IRS 5558 form includes several sections, such as identifying information about the plan, the specific form to be filed, and a declaration of the reason for the extension. Each section must be completed accurately, as any discrepancies may lead to processing delays and penalties.
What are the penalties for not issuing the form?
Failure to file IRS 5558, when required, can result in significant penalties. The IRS may impose fines for late filings of Form 5500, which can accumulate the longer a submission is delayed. Understanding these consequences emphasizes the importance of timely compliance.
Is the form accompanied by other forms?
IRS 5558 is primarily a standalone form; however, when submitting it, ensure that you are prepared with all related documents you might need to submit along with your Form 5500. Always check that all forms are complete to avoid complications.
What is the purpose of this form?
The primary purpose of IRS 5558 is to provide a method for employers to extend the filing deadline of their Form 5500. This extension allows plan administrators additional time to complete their filings accurately, which can help avoid penalties for late submissions.
When am I exempt from filling out this form?
You are exempt from filing IRS 5558 if your plan is not subject to ERISA requirements or if you file a complete Form 5500 by the original due date. Additionally, if you have already obtained an extension previously using IRS 5558, further extensions may not be needed.
Due date
The due date for submitting IRS 5558 generally falls on the same day as the Form 5500 due date. Employers may file this form to obtain a 2.5-month extension, provided it is submitted before the original due date of the Form 5500.
What information do you need when you file the form?
When filing IRS 5558, you will need your plan's name, Employer Identification Number (EIN), and details about the form you wish to extend, including the original due date. Providing accurate and complete information helps expedite processing and minimizes issues.
Where do I send the form?
IRS 5558 should be sent to the appropriate address as specified in the IRS instructions for the form. Ensure you review the latest IRS guidelines to confirm the correct mailing address to avoid delays in processing.
FAQ about IRS 5558
What should I do if I realize I've made an error after filing the IRS 5558?
If you discover a mistake after submitting the IRS 5558, you can amend your submission by filling out a corrected form. Ensure you follow the appropriate guidance for amendments to avoid further complications. Keep in mind the tracking methods to confirm the revised form is accepted.
How can I check the status of my IRS 5558 submission?
To verify the status of your IRS 5558, you can utilize the IRS's online tools or contact their helpline for assistance. It is also advisable to track any confirmation numbers provided during the e-filing process to ensure your form has been processed.
Are e-signatures acceptable for the IRS 5558, and what are the privacy implications?
E-signatures are generally acceptable for the IRS 5558, provided they comply with IRS regulations. However, it's crucial to implement necessary privacy measures to protect sensitive information when filing electronically.
What common errors should I avoid when filing the IRS 5558?
Common pitfalls when filing the IRS 5558 include incorrect data entry, failure to double-check deadlines, and not verifying all required information is included. Being aware of these issues can reduce processing delays and minimize the risk of rejection.
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