Brief Case

Form 5558 - To Extend Form 5500

Sign in Service terms

Form 5558 gives a plan 2½ more months to file its Form 5500 series return (and Form 8955-SSA). It must be filed by the return's original due date: the last day of the 7th month after the plan year ends. The extension is automatic when filed on time, needs no signature, and does not extend the deadline for contributions or for paying any tax. Terminated plans and other short plan years: a terminated plan's final plan year ends on the date all of its assets are distributed (not the termination date), so its final Form 5500 and any Form 5558 are due the last day of the 7th month after that date, often much sooner than usual. A change of plan year works the same way (29 CFR 2520.104a-5). Read the Form 5558 and its instructions (IRS) and the EFAST2 filing guidance.

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