Rev. December 2022
This document provides instructions for completing and filing Form 5330 (Rev. 12-2022), which is used to report and pay excise taxes on certain transactions related to employee benefit plans under the Internal Revenue Code. The form includes schedules for reporting taxes on contributions to multiemployer plans in endangered or critical status, excess fringe benefits, excess contributions to certain plans, reversion of qualified plan assets to an employer, failure to provide notice of significant reduction in future accruals, prohibited tax shelter transactions, and failure of a Collectively Bargained and Subsidized Employees' Trust (CSEC) plan sponsor to adopt funding restoration plan. The instructions explain the applicable rules for each schedule, what information must be reported, and when the form is due.
Form 5330 is used to report certain transactions and events related to employee benefit plans, including contributions, allocations, distributions, and other transactions. It is also used to report compliance with the minimum funding standards for defined benefit plans.
Form 5330 is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
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