Instructions For Form 5330 {5330} | Pdf Fpdf Doc Docx | Official Federal Forms

 Official Federal Forms   Department Of Treasury 
Instructions For Form 5330 {5330} | Pdf Fpdf Doc Docx | Official Federal Forms

Last updated: 2/20/2023

Instructions For Form 5330 {5330}

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Instructions for Form 5330 (Rev. December 2021), File Form 5330 to report the tax on: • A prohibited tax shelter transaction (section 4965(a)(2)); • A minimum funding deficiency (section 4971(a) and (b)); • A failure to pay liquidity shortfall (section 4971(f)); • A failure to comply with a funding improvement or rehabilitation plan (section 4971(g)(2)); • A failure to meet requirements for plans in endangered or critical status (section 4971(g)(3)); • A failure to adopt rehabilitation plan (section 4971(g)(4)); • Nondeductible contributions to qualified plans (section 4972); • Excess contributions to a section 403(b)(7)(A) custodial account (section 4973(a)(3)); • A prohibited transaction (section 4975); • A disqualified benefit provided by funded welfare plans (section 4976); • Excess fringe benefits (section 4977); • Certain employee stock ownership plan (ESOP) dispositions (section 4978); • Excess contributions to plans with cash or deferred arrangements (section 4979); • Certain prohibited allocations of qualified securities by an ESOP (section 4979A); • Reversions of qualified plan assets to employers (section 4980); and • A failure of an applicable plan reducing future benefit accruals to satisfy notice requirements (section 4980F).

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