This form is used to report and pay the excise tax related to employee benefit plans. Current revision Form 5330 PDF Instructions for Form 5330 (Print Version PDF) Recent developments Clarification for Form 5330, Schedule F, line 2b -- 30-AUG-2022 Other items you may find useful All revisions for Form 5330 About Publication 560, Retirement Plans for Small Business About Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations Notice 2020-35, Additional Administrative Relief with Respect to Deadlines Affected by the Ongoing Coronavirus Disease 2019 Pandemic Other current products
