Form 5558 Samples and Instructions

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I. On-line "Point-and-Click" Fedform Instructions - Form 5558, (for finding information within your 401(k) software
II. Printable Fedform Instructions - Form 5558
III. Printable IRS Instructions - 5558 (PDF for download from the IRS website)
 

 I. On-line "Point-and-Click" Instructions: Page 1 of 1

Form 5558: Application For Extension of Time To File Certain Employee Plan Returns

Click on the highlighted section of the below IRS Form or Schedule to access instructions on where to find the information within your 401k software and companion materials -- or click on the II. Details, above, to view (or print) a text only page of 401k FedForms instructions for the IRS Form or Schedule.

— end of Overview page 1 of 1 —

 II. Printable Fedform Instructions: Page 1 of 1

Form 5558
Application for Extension of Time to File Certain Employee Plan Returns (text only)

Type or print your company name and address.

Filer’s Identifying Number: Check "Employer identification number" and enter your EIN, as recorded on page 1 of your Adoption Agreement, item A4.

items 1a-b: Fill in the desired month/day/year, making sure you're asking for no more than the stipulated 2 1/2 month extension, then check box "a".

item 2: For Plan name, use that typed on your Adoption Agreement page 2, item B1; for Type of plan, check “Pension”; for Plan number, use that indicated in your Adoption Agreement page 3, item B5; for Plan year ending, enter 12-31-(insert applicable year).

item 3: Leave blank.

Sign and date the form.

That's it!

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III. Printable IRS Instructions - PDF Form 5558

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401k Fedforms for 100Participant: 1096, 1099-R, 945, 5500, Schedule H, Schedule P, Schedule T,
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