INSTRUCTIONS: RETURN OF EXCISE TAXES RELATED TO EMPLOYEE BENEFIT PLANS (Form 5330)

Businesses which must file federal excise taxes related to employee benefit plans do so using a form 5330. This document is found on the website of the Internal Revenue Service.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 1: Give the beginning and ending dates of the tax year you are filing for.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 2: Give all identifying information requested at the top of the form.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 3: To complete line 1, you must first complete Schedule A on the third page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 4: To complete line 2, you must first complete Schedule B on the third page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 5: To complete lines 3a through 6, you must first complete Schedule C on the fourth and fifth pages.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 6: Add lines 1 through 6. Enter the total on lines 7 and 17.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 7: To complete lines 8a through 10c in Section B, you must complete Schedule D on the fifth page and Schedules E and F on the sixth page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 8: To complete lines 11 and 12 in Section B1, you must complete Schedule G on the sixth page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 9: To complete line 13 in Section C, you must complete Schedule H on the sixth page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 10: To complete line 14 in Section D, you must complete Schedule I on the sixth page.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 11: Complete Schedule J and K to complete lines 15 and 16, respectively.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 12: Compute your taxes owed as directed on lines 18 through 20.

Return Of Excise Taxes Related To Employee Benefit Plans 5330 Step 13: Sign and date the form. Provide your telephone number as well.