Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans
Extension without change of a currently approved collection
No
Regular
05/29/2026
Requested
Previously Approved
36 Months From Approved
06/30/2026
26,460
26,460
1,255,149
1,255,149
0
0
Code sections 4971, 4972, 4973(a)(3), 4975, 4976, 4977, 4978, 4978A, 4978B, 4979, 4979A and 4980 impose various excise taxes in connection with employee benefit plans. Form 5330 is used to compute and collect these taxes.
US Code:
26 USC 4973(a)(3)
Name of Law: Tax on excess contributions to certain tax-favored accounts and annuities
US Code:
26 USC 4979
Name of Law: Tax on certain excess contributions
US Code:
26 USC 4980
Name of Law: Tax on reversion of qualified plan assets to employer
US Code:
26 USC 4976
Name of Law: Taxes with respect to funded welfare benefit plans
US Code:
26 USC 4975
Name of Law: Tax on prohibited transactions
US Code:
26 USC 4972
Name of Law: Taxes on failure to meet minimum funding standards
US Code:
26 USC 4971
Name of Law: Taxes on failure to meet minimum funding standards
US Code:
26 USC 4977
Name of Law: Tax on certain fringe benefits provided by an employer
US Code:
26 USC 4978
Name of Law: Tax on certain dispositions by employee stock ownership plans and certain cooperatives
On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control number;
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
Form 8868 Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
2026 Supporting Statement 1545-0575 (Form 5330 and Form 8868).docx
Form 8868 - Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans