Form 5330, Return of Excise Taxes Related to Employee Benefit Plans PDF Instructions for Form 5330 PDF Tips for preparing Form 5330 Sign the Form 5330 Use the correct plan number Do not leave plan number blank Double check the plan number File separate Form 5330s to report two or more excise taxes with different due dates Are you using the correct address? Send your Form 5330 to: Department of Treasury Internal Revenue Service Center Ogden, UT 84201 Returns mailed to the former service centers experience delays in processing. Additional resources Completing a Power of attorney form for Form 5330 Phone forum on Form 5330 completion and processing Transcript PDF Questions and answers PDF Example PDF Mandatory electronic filing for certain Form 5330 filers using the IRS Modernized e-File (MeF) System Exclusion from electronic filing requirement for Form 5330 is available now
