Get Form 5558 (rev. November 1997)

Filling out Form 5558 allows you to apply for an extension to file certain employee plan returns, including the Form 5500 series and Form 5330. This guide provides clear, step-by-step instructions to help you complete the form online efficiently and accurately.

Follow the steps to fill out the Form 5558 successfully.

1. Press the ‘Get Form’ button to acquire the form and open it for editing.
2. Enter the name of the filer or plan sponsor in the designated area at the top of the form. Ensure to include any applicable room or suite number.
3. Provide the street address and city, state, and ZIP code associated with the filer or plan sponsor, including a P.O. box if needed.
4. Select the appropriate checkbox to indicate the type of filer’s identifying number you are entering. If you are a single employer, input your employer identification number (EIN). If applicable, enter your social security number instead.
5. In Line 1, check the relevant boxes for the Form 5500 series and/or Form 5330 to specify which return you are requesting an extension for. Enter the amount of tax due with Form 5330 if applicable.
6. Complete Line 3 by providing a detailed explanation of why you need an extension. Be clear about any circumstances that may prevent timely filing.
7. Ensure that the form is signed by an authorized individual. This could be an employer, plan administrator, or another qualified person.
8. After completing all sections, you can save the changes, download the form, print it for your records, or share it as needed.

Start filling out your Form 5558 online today to ensure a timely extension.