Fillable FORM 5558, PAGE 1 of 4: 3 To (UncleFed's Tax Board)

Fill Online, Printable, Fillable, Blank FORM 5558, PAGE 1 of 4: 3 To (UncleFed's Tax Board) Form

Use Fill to complete blank online UNCLEFED'S TAX BOARD pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

FORM 5558, PAGE 1 of 4: 3 To (UncleFed's Tax Board)

On average this form takes 15 minutes to complete

The FORM 5558, PAGE 1 of 4: 3 To (UncleFed's Tax Board) form is 1 page long and contains:

  • 0 signatures
  • 2 check-boxes
  • 58 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your UncleFed's Tax Board forms online.

BROWSE UNCLEFED'S TAX BOARD FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
I request an extension of time until / / to file Form 5500 or Form 5500-EZ.
INSTRUCTIONS TO PRINTERS
FORM 5558, PAGE 1 of 4
MARGINS: TOP 13mm (
1
⁄ 2 ”), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216mm (8”) x 279mm (11”)
PERFORATE: (NONE)
OMB No. 1545-0212
Form
5558
Application for Extension of Time
To File Certain Employee Plan Returns
(Rev. January 2008)
Department of the Treasury
Internal Revenue Service
File With IRS Only
©
For Privacy Act and Paperwork Reduction Act Notice, see instructions on page 3.
1
2
Plan year ending—
Plan name
Enter the Code section(s) imposing the tax
©
a
Under penalties of perjury, I declare that to the best of my knowledge and belief, the statements made on this form are true, correct, and complete, and that I am
authorized to prepare this application.
Date
©
Signature
©
Employer identification number (EIN).
Filer’s identifying number (see instructions).
3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
TLS, have you
transmitted all R
text files for this
cycle update?
Date
Action
Revised proofs
requested
Date
Signature
O.K. to print
The application is automatically approved to the date shown on line 1 (above) if: (a) the Form 5558 is filed on or before the
normal due date of Form 5500 or 5500-EZ for which this extension is requested, and (b) the date on line 1 is no more than 2
1
⁄ 2
months after the normal due date.
You must attach a copy of this Form 5558 to each Form 5500 and 5500-EZ filed after the due date for the plans listed in C above.
MM
DD
Name of filer, plan administrator, or plan sponsor (see instructions)
Number, street, and room or suite no. (If a P.O. box, see instructions)
City or town, state, and ZIP code
Social security number (SSN)
A
B
C
I request an extension of time until / / to file Form 5330.
You may be approved for up to a six (6) month extension to file Form 5330, after the normal due date of Form 5330.
b
Enter the payment amount attached
©
c
For excise taxes under section 4980 or 4980F of the Code, enter the reversion/amendment date
©
State in detail why you need the extension
3
a
b
c
Part III
Part I
Part II
Extension of Time to File Form 5500 or Form 5500-EZ (see instructions)
Identification
Extension of Time to File Form 5330 (see instructions)
1
2
3
YYYY
Plan
number
Note. A signature is not required if you are requesting an extension to file Form 5500 or Form 5500-EZ.
Form 5558 (Rev. 1-2008)
Cat. No. 12005T
3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
Page 2
INSTRUCTIONS TO PRINTERS
FORM 5558, PAGE 2 of 4
MARGINS: TOP 13mm (
1
⁄ 2 ”), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216mm (8”) x 279mm (11”)
PERFORATE: (NONE)
Form 5558 (Rev. 1-2008)
Purpose of Form
An extension of time to file a Form
5500 or Form 5500-EZ does not
operate as an extension of time to file
the PBGC Form 1.
Exception: Form 5500 and Form
5500-EZ filers are automatically
granted extensions of time to file until
the extended due date of the federal
income tax return of the employer (and
are not required to file Form 5558) if
all the following conditions are met: (1)
the plan year and the employer’s tax
year are the same; (2) the employer
has been granted an extension of time
to file its federal income tax return to a
date later than the normal due date for
filing the Form 5500 or Form 5500-EZ;
and (3) a photocopy of the IRS
extension of time to file the federal
income tax return is attached to the
Form 5500 or Form 5500-EZ. An
extension granted under this exception
cannot be extended further by filing a
Form 5558 after the normal due date
of the Form 5500 or Form 5500-EZ.
Use Form 5558 to apply for a
one-time extension of time to file Form
5500, Annual Return/Report of
Employee Benefit Plan; Form 5500-EZ,
Annual Return of One-Participant
(Owners and Their Spouses)
Retirement Plan; or Form 5330, Return
of Excise Taxes Related to Employee
Benefit Plans.
How to file. In general, a separate
Form 5558 is used for each return for
which you are requesting an
extension. However, if you are a single
employer and all your plan years end
on the same date, file only one Form
5558 to request an extension of time
to file more than one Form 5500 or
Form 5500-EZ. Attach a photocopy of
the completed extension request to
your Form 5500 or Form 5500-EZ.
Where To File
General Instructions
File Form 5558 with the Internal
Revenue Service Center, Ogden, UT
84201-0027.
Private Delivery Services. You can
use certain private delivery services
designated by the IRS to meet the
“timely mailing treated as timely
filing/paying” rule for tax returns and
payments. If you use a private delivery
service designated by the IRS (rather
than the U.S. Postal Service) to send
your return, the postmark date
generally is the date the private
delivery service records in its database
or marks on the mailing label. The
private delivery service can tell you
how to get written proof of this date.
The following are designated private
delivery services:
An extension of time to file
does not extend the time
to pay the tax due. Any tax
due must be paid with this
application. Additionally, interest is
charged on taxes not paid by the due
date even if an extension of time to file
is granted.
CAUTION
B. Filer’s Identifying Number
Enter your name and address in the
heading if you are a single employer
requesting an extension of time to file
the Form 5500, Form 5500-EZ or
Include the suite, room, or other unit
number after the street address. If the
Post Office does not deliver mail to
the street address and you have a
P.O. box, show the box number
instead of the street address.
Employer Identification Number
(EIN). Enter the nine-digit EIN
assigned to the employer for all
applications filed for Form 5500 or
Form 5500-EZ. Also enter the EIN for
applications filed for Form 5330 (see
Social Security Number (SSN) below
for exceptions).
Specific Instructions
A. Name and Address
● Federal Express (FedEx): FedEx
Priority Overnight, FedEx Standard
Overnight, FedEx 2 Day, FedEx
International Priority, and FedEx
International First.
● United Parcel Service (UPS): UPS
Next Day Air, UPS Next Day Air Saver,
UPS 2nd Day Air, UPS 2nd Day Air
A.M., UPS Worldwide Express Plus,
and UPS Worldwide Express.
Part I. Identification
The online application process is
not yet available for corporations with
addresses in foreign countries or
Puerto Rico.
● By telephone at 1-800-829-4933.
● Employers who do not have an EIN
may apply for one by attaching a
completed Form SS-4, Application for
Employer Identification Number, to this
form.
Social Security Number (SSN). If you
made excess contributions to a Code
section 403(b)(7)(A) custodial account
or you are a disqualified person other
than an employer, enter your SSN.
If the employer does not have an
EIN, the employer must apply for one.
An EIN can be applied for:
● Online by clicking the Online EIN
Application link at www.irs.gov. The
EIN is issued immediately once the
application information is validated.
C. Plan Information
Complete the entire table (plan name,
plan number, and plan year ending) for
all plans included on this Form 5558.
Part II. Extension of Time to
File Form 5500 or Form
5500-EZ
Use Form 5558 to apply for a
one-time extension of time to file
Form 5500 or Form 5500-EZ.
● DHL Express (DHL): DHL Same Day
Service, DHL Next Day 10:30 am, DHL
Next Day 12:00 pm, DHL Next Day
3:00 pm, and DHL 2nd Day Service.
When to file. To request an extension
of time to file Form 5500 or Form
5500-EZ, file Form 5558 on or before
the return’s normal due date. The
normal due date is the date the Form
5500 or Form 5500-EZ would
otherwise be due, without extension.
Approved copies of Form 5558,
requesting an extension to file Form
5500 or Form 5500-EZ, will not be
returned to the filer from the IRS.
Line 1. Enter on line 1 the due date
for which you are requesting to file
Form 5500 or Form 5500-EZ. This
date should not be more than 2
1
⁄ 2
months after the normal due date of
the return.
Applications for extension of time to
file Form 5500 and Form 5500-EZ that
are filed on or before the
return/report’s normal due date on a
properly completed Form 5558 will be
automatically approved to the date
that is not more than 2
1
⁄ 2 months after
the return/report’s normal due date.
● By fax using the FAX-TIN numbers
for your state listed on page 2 of the
Instructions for Form SS-4.
the Form 5500, Form 5500-EZ or
Form 5330. If you are filing for other
than a single employer, enter the plan
administrator’s or plan sponsor’s
name and address on the application.
The plan sponsor listed on this
application should be the same as the
plan sponsor listed on the annual
return/report filed for the plan.
3
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
INSTRUCTIONS TO PRINTERS
FORM 5558, PAGE 3 of 4 (page 4 is blank)
MARGINS: TOP 13mm (
1
⁄ 2 ”), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216mm (8”) x 279mm (11”)
PERFORATE: (NONE)
Page 3
Form 5558 (Rev. 1-2008)
We ask for the information on this
form to carry out the Internal Revenue
laws of the United States. We need it
to determine if you are entitled to an
extension of time to file Form 5500,
Privacy Act and Paperwork
Reduction Act Notice
Line 2. On line 2, enter the requested
due date. If your application for
extension of time to file Form 5330 is
approved, you may be granted an
extension of up to 6 months after the
normal due date of Form 5330.
Signature. If you are filing Form 5558
for an extension to file Form 5330, the
form must be signed. The person who
signs this form may be an employer,
plan sponsor, plan administrator, a
disqualified person required to file
Form 5330, an attorney or certified
public accountant qualified to practice
before the IRS, a person enrolled to
practice before the IRS, or a person
holding a power of attorney.
Line 2a. Indicate the Code section(s)
for the excise tax you are requesting
an extension.
Line 2b. Enter the amount of tax
estimated to be due with Form 5330
and attach your payment to this form.
If we grant you an
extension of time to file
Form 5330 and later find
that the statements made
on this form are false or misleading,
the extension will be null and void. A
late filing penalty associated with the
form for which you filed this extension
will be charged.
CAUTION
When to file. To request an extension
of time to file Form 5330, file Form
5558 in sufficient time for the Internal
Revenue Service to consider and act
on it before the return’s normal due
date.
The normal due date is the date the
Form 5330 would otherwise be due,
without extension.
You are not required to provide the
information requested on a form that
is subject to the Paperwork Reduction
Act unless the form displays a valid
OMB control number. Books or
records relating to a form or its
instructions must be retained as long
as their contents may become material
in the administration of any Internal
Revenue law. Generally, tax returns
and return information are confidential
as required by Code section 6103.
The time needed to complete and
file this form will vary depending on
individual circumstances. The
estimated average time: 24 minutes.
If you have comments concerning
the accuracy of this time estimate or
suggestions for making this form
simpler, we would be happy to hear
from you. You can write to the Internal
Revenue Service, Tax Products
Coordinating Committee,
SE:W:CAR:MP:T:T:SP, 1111
Constitution Ave., NW, IR-6526,
Washington, DC 20224. Do not send
the tax form to this address. Instead,
see Where To File on page 2.
However, section 6103 allows or
requires the Internal Revenue Service
to disclose or give the information
shown on your tax return to others as
described in the Code. For example,
we may disclose your tax information
to the Department of Justice to
enforce the tax laws, both civil and
criminal, and to cities, states, the
District of Columbia, U.S.
commonwealths or possessions, and
certain foreign governments to carry
out their tax laws. We may also
disclose this information to other
countries under a tax treaty, to federal
and state agencies to enforce federal
nontax criminal law, or to federal law
enforcement and intelligence agencies
to combat terrorism.
If you changed your mailing address
after you filed your last return, use
Form 8822, Change of Address, to
notify the IRS of the change. You can
get Form 8822 by calling
1-800-829-3676 or you can access
the IRS website at www.irs.gov 24
hours a day, 7 days a week.
File one Form 5558 to request an
extension of time to file Form 5330 for
excise taxes with the same filing due
date. For specific information on
excise tax due dates, see the
Instructions for Form 5330.
Part III. Extension of Time to
File Form 5330
Make your check or money order
payable to the “United States
Treasury.” Do not send cash. On all
checks or money orders, write your
name, Filer’s identifying number (EIN
or SSN), Plan number, Form 5330
Section number, and the tax year to
which the payment applies.
Line 3. The IRS will grant a
reasonable extension of time (not to
exceed 6 months) for filing Form 5330
if you file a timely application showing
that you are unable to file Form 5330
because of circumstances beyond
your control. Clearly describe these
circumstances. Generally, an
application will be considered on the
basis of your own efforts to fulfill this
filing responsibility, rather than the
convenience of anyone providing help
in preparing the return. However,
consideration will be given to any
circumstances that prevent your
practitioner, for reasons beyond his or
her control, from filing the return by
the normal due date, and to
circumstances in which you are unable
to get needed professional help in
spite of timely efforts to do so.
When using Form 5558 to request
an extension of time to file Form 5500
or Form 5500-EZ plan sponsors or
plan administrators are not required to
sign the form. If Form 5558 is timely
filed and complete, you will be granted
an additional 2
1
⁄ 2 months to file Form
5500 or Form 5500-EZ.
Note: Effective January 1, 2008, the
IRS will no longer return stamped
copies of the Form 5558 to filers who
request an extension of time to file a
Form 5330. Instead you will receive a
computer generated notice to inform
you if your extension is approved or
denied. Because of this change, we
ask you to attach a photocopy of this
notice to your Form 5330.
5500-EZ, or 5330. If you want an
extension, you are required to give us
the information. Section 6109 requires
you to provide your taxpayer
identification number (SSN or EIN). If
you fail to provide this information in a
timely manner, you may be liable for
penalties and interest.
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

FORM 5558, PAGE 1 of 4: 3 To (UncleFed's Tax Board)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 9 July 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document