IRS Form 5558 Instructions

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Form 5558 Instructions

These instructions reference the following reports and documents from your 401k software and companion materials:

• Adoption Agreement

Use IRS Form 5558 to apply for a time extension to file your Form 5500-EZ or your Form 5500 and its accompanying Schedules, all of which are normally due on July 31st (for non January to December plan years, by the last day of the seventh month after the close of your plan year).

IRS Form 5558 is one of the only forms that does NOT have to be processed on IRS pre-printed forms that use special inks. You can thus print a useable version of Form 5558 from this website (or from the IRS website).

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401k FedForms presents its information in two formats:

You can click on any highlighted area of any IRS Form or Schedule pictured herein to call up the information on where within your 401k software to find the requested information.

You can choose to view text-only instructional pages. These pages contain only a small graphical representation of the particular IRS Form or Schedule but list all 401k FedForms instructions regarding that Form or Schedule on a single page. Because information is not "hidden" within popup windows, the text-only pages are recommended for user's who prefer to download or print out the instructions rather than view them while online.

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401k Fedforms for 2-99 Participants: 1096, 1099-R, 945, 5500, Schedule I,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report