INSTRUCTIONS: APPLICATION FOR EXTENSION OF TIME TO FILE CERTAIN EMPLOYEE PLAN RETURNS (Form 5558)

Employers who need an extension of time to file any return in the 5500 series, as well those needing an extension for forms 8895-SSA or 5330, can receive this automatic extension with a form 5558. This document is due on the due date of your returns concerning employee plan returns. The form can be obtained from the website of the Internal Revenue Service.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 1: All filers must complete Part I. In section A, enter the name of the filer, plan administrator or plan sponsor and your business address.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 2: In section B, enter the filer's Social Security or employer identification number.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 3: In section C, enter the plan name, its number, and the end of the fiscal year for each plan.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 4: Part II is for those seeking an extension on returns in the Form 5500 series, as well as those seeking an extension for a form 8895-SSA. Enter your requested extension due date for the form 5500 documents on line 1. Such a request does not require you to sign the form.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 5: If seeking an extension for a form 8895-SSA, enter your requested due date on line 2. Such a request requires you to sign the form.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 6: Part III is for those seeking an extension to file a form 5330. On line 3, enter your requested extended due date.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 7: On line 3a, give the code section imposing tax on you. On line 3b, give the payment amount attached with your return. For excise taxes under sections 4980/4980F, enter the reversion/amendment date on line 3c.

Application For Extension Of Time To File Certain Employee Plan Returns 5558 Step 8: On line 4, give a detailed explanation of why you require this extension.