401kfedforms
Form 5558 Samples and Instructions
- On-line "Point-and-Click" Fedform Instructions - Form Form 5558 (for finding information within your 401(k) software)
- Printable Fedform Instructions - Form 5558
- Printable IRS Instructions - Form 5558 (PDF for download from the IRS website)
On-line "Point-and-Click" Fedform Instructions
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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.
Name of filer...
Type or print your company name and address.
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.
Check "Employer identification number" and enter your EIN, as recorded on page 1 of your Adoption Agreement, item A4.
item 1:
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".
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 1a:
Check box "a".
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).
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.
Leave blank.
Sign and date the form.
Sign and date the form.
Printable Fedform Instructions
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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!