Form 5330, Return of Excise Taxes Instructions
This form contains 298 fields organized into 45 sections, giving it a Form Complexity Index of 73/100 (complex). Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Account Information | ||
| 10 Enter the value of your account as of the last day of the year. 10 | Text |
Enter the value of your account as of the last day of the year.
|
| Additional Information | ||
| topmostSubform[0].Page6[0].f2_01[0 | Text |
Enter any additional information or comments related to the employee benefit plan and the taxes reported.
|
| Amended Return Checkbox | ||
| Amended return | Checkbox |
Check this box if this Form 5330 is an amended return.
|
| Calculation | ||
| 1 991a Multiply line 1 by $20,000. Enter the result here and on Part I, line 16 2 2 | Text |
Multiply the amount entered in line 1 by $20,000 and enter the result here. This value should also be entered on Part I, line 16.
|
| Checkboxes | ||
| topmostSubform[0].Page4[0].c4_1[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
|
| topmostSubform[0].Page4[0].c4_1[1]_2 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
|
| Date Information | ||
| DD | Text |
Enter the day (DD) of the date.
|
| YY | Text |
Enter the year (YY) of the date.
|
| Detailed Reporting | ||
| topmostSubform[0].Page4[0].Table_Line2[0].Row2[0].f4_05[0 | Text |
Enter the specific detail required for the first column in the second row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row2[0].f4_06[0 | Text |
Enter the specific detail required for the second column in the second row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row2[0].f4_07[0 | Text |
Enter the specific detail required for the third column in the second row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row2[0].f4_08[0 | Text |
Enter the specific detail required for the fourth column in the second row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row3[0].f4_09[0 | Text |
Enter the specific detail required for the first column in the third row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row3[0].f4_10[0 | Text |
Enter the specific detail required for the second column in the third row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row3[0].f4_11[0 | Text |
Enter the specific detail required for the third column in the third row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row3[0].f4_12[0 | Text |
Enter the specific detail required for the fourth column in the third row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row4[0].f4_13[0 | Text |
Enter the specific detail required for the first column in the fourth row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row4[0].f4_14[0 | Text |
Enter the specific detail required for the second column in the fourth row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row4[0].f4_15[0 | Text |
Enter the specific detail required for the third column in the fourth row of the table on Page 4, Line 2.
|
| topmostSubform[0].Page4[0].f4_49[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page4[0].c4_2[0]_1 | CheckBox |
Check this box if the condition specified in the form instructions applies to you.
|
| topmostSubform[0].Page4[0].c4_2[1]_2 | CheckBox |
Check this box if the condition specified in the form instructions applies to you.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].f5_01[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColB[0].f5_02[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColB[0].f5_03[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColB[0].f5_04[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].f5_05[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required. This field has a maximum length of 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].f5_06[0 | Text |
Provide the specific information requested in this text field. Refer to the instructions for the exact details required.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].f5_87[0 | Text |
Enter the specific detail required for Line 5, Row 10 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColE[0].f5_88[0 | Text |
Enter the value for Column E in Line 5, Row 10 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColE[0].f5_89[0 | Text |
Enter the value for Column E in Line 5, Row 10 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColE[0].f5_90[0 | Text |
Enter the value for Column E in Line 5, Row 10 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].f5_91[0 | Text |
Enter the specific detail required for Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColB[0].f5_92[0 | Text |
Enter the value for Column B in Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColB[0].f5_93[0 | Text |
Enter the value for Column B in Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColB[0].f5_94[0 | Text |
Enter the value for Column B in Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].f5_95[0 | Text |
Enter the specific detail required for Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes. The maximum length for this field is 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].f5_96[0 | Text |
Enter the specific detail required for Line 5, Row 11 of the table on Page 5. This field is part of the detailed reporting for excise taxes.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColE[0].f5_107[0 | Text |
Enter the value for Column E in Row 12 of Line 5 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColE[0].f5_108[0 | Text |
Enter the value for Column E in Row 12 of Line 5 on Page 5.
|
| topmostSubform[0].Page5[0].f5_109[0 | Text |
Enter the value for the field on Page 5.
|
| 2 | Text |
Enter the value for the field on Page 5.
|
| Employer Reversion | ||
| 2a Employer reversion amount | Text |
Enter the amount of employer reversion.
|
| Excise Tax | ||
| b Excise tax rate (20% or 50%) | Text |
Enter the applicable excise tax rate, either 20% or 50%.
|
| Explain below why you qualify for a 20% rather than a 50% excise tax rate: 4 | Text |
Provide an explanation for why you qualify for a 20% rather than a 50% excise tax rate.
|
| 49a3 | Text |
Provide additional information or continuation of the explanation for the excise tax rate qualification.
|
| Excise Tax Details | ||
| topmostSubform[0].Page4[0].Table_Line2[0].Row4[0].f4_16[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 4 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row5[0].f4_17[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 5 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row5[0].f4_18[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 5 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row5[0].f4_19[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 5 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row5[0].f4_20[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 5 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row6[0].f4_21[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 6 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row6[0].f4_22[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 6 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row6[0].f4_23[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 6 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row6[0].f4_24[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 6 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row7[0].f4_25[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 7 of the table on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row7[0].f4_26[0 | Text |
Enter the specific detail related to the excise tax for the employee benefit plan as required in Line 2, Row 7 of the table on Page 4.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColE[0].f5_07[0 | Text |
Enter the specific value related to the excise tax for the first item in Column E of Line 5, Row 1 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColE[0].f5_08[0 | Text |
Enter the specific value related to the excise tax for the second item in Column E of Line 5, Row 1 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row1[0].ColE[0].f5_09[0 | Text |
Enter the specific value related to the excise tax for the third item in Column E of Line 5, Row 1 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].f5_10[0 | Text |
Enter the specific value related to the excise tax for the first item in Row 2 of Line 5 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColB[0].f5_11[0 | Text |
Enter the specific value related to the excise tax for the first item in Column B of Line 5, Row 2 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColB[0].f5_12[0 | Text |
Enter the specific value related to the excise tax for the second item in Column B of Line 5, Row 2 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColB[0].f5_13[0 | Text |
Enter the specific value related to the excise tax for the third item in Column B of Line 5, Row 2 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].f5_14[0 | Text |
Enter the specific value related to the excise tax for the fourth item in Row 2 of Line 5 on Page 5. Maximum length is 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].f5_15[0 | Text |
Enter the specific value related to the excise tax for the fifth item in Row 2 of Line 5 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColE[0].f5_16[0 | Text |
Enter the specific value related to the excise tax for the fourth item in Column E of Line 5, Row 2 on Page 5.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColE[0].f5_17[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan as required in this section.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row2[0].ColE[0].f5_18[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].f5_19[0 | Text |
Input the relevant data for the excise tax associated with the employee benefit plan in this section.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColB[0].f5_20[0 | Text |
Fill in the required details for the excise tax computation for the employee benefit plan here.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColB[0].f5_21[0 | Text |
Enter the necessary information for the excise tax related to the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColB[0].f5_22[0 | Text |
Provide the specific details required for the excise tax calculation for the employee benefit plan in this section.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].f5_23[0 | Text |
Input the relevant value for the excise tax associated with the employee benefit plan, ensuring it does not exceed 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].f5_24[0 | Text |
Fill in the necessary data for the excise tax computation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColE[0].f5_25[0 | Text |
Enter the required information for the excise tax related to the employee benefit plan in this section.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColE[0].f5_26[0 | Text |
Provide the specific value needed for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row3[0].ColE[0].f5_27[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan as required in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].f5_28[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColB[0].f5_29[0 | Text |
Input the relevant data for the excise tax computation for the employee benefit plan in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColB[0].f5_30[0 | Text |
Fill in the required information for the excise tax assessment for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColB[0].f5_31[0 | Text |
Enter the appropriate value for the excise tax determination for the employee benefit plan in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].f5_32[0 | Text |
Provide the specific amount related to the excise tax for the employee benefit plan, ensuring it does not exceed 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].f5_33[0 | Text |
Input the necessary figure for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColE[0].f5_34[0 | Text |
Enter the relevant value for the excise tax computation for the employee benefit plan in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColE[0].f5_35[0 | Text |
Provide the required data for the excise tax assessment for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row4[0].ColE[0].f5_36[0 | Text |
Fill in the appropriate information for the excise tax determination for the employee benefit plan in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColB[0].f5_47[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColB[0].f5_48[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColB[0].f5_49[0 | Text |
Input the relevant data required for the excise tax reporting for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].f5_50[0 | Text |
Enter the amount related to the excise tax for the employee benefit plan. Maximum length is 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].f5_51[0 | Text |
Provide the specific details needed for the excise tax reporting for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColE[0].f5_52[0 | Text |
Enter the value associated with the excise tax for the employee benefit plan in this column.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColE[0].f5_53[0 | Text |
Provide the necessary information for the excise tax calculation in this column for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].ColE[0].f5_54[0 | Text |
Input the relevant data required for the excise tax reporting in this column for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].f5_55[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColB[0].f5_56[0 | Text |
Provide the necessary information for the excise tax calculation in this row for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColB[0].f5_57[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColB[0].f5_58[0 | Text |
Provide the relevant amount or detail for the excise tax applicable to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].f5_59[0 | Text |
Input the specific numeric value related to the excise tax for the employee benefit plan. Maximum length is 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].f5_60[0 | Text |
Enter the required detail or amount for the excise tax related to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColE[0].f5_61[0 | Text |
Provide the specific value or detail for the excise tax applicable to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColE[0].f5_62[0 | Text |
Enter the relevant amount or detail for the excise tax related to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row7[0].ColE[0].f5_63[0 | Text |
Input the specific value or detail for the excise tax applicable to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].f5_64[0 | Text |
Provide the required detail or amount for the excise tax related to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColB[0].f5_65[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColB[0].f5_66[0 | Text |
Provide the relevant amount or detail for the excise tax applicable to the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColB[0].f5_67[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].f5_68[0 | Text |
Provide the amount related to the excise tax for the employee benefit plan. The value should not exceed 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].f5_69[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColE[0].f5_70[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColE[0].f5_71[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row8[0].ColE[0].f5_72[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].f5_73[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColB[0].f5_74[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColB[0].f5_75[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColB[0].f5_76[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].f5_77[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan as required in Line 5, Row 9, Column 1.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].f5_78[0 | Text |
Provide the necessary information for the excise tax calculation in Line 5, Row 9, Column 2.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColE[0].f5_79[0 | Text |
Input the relevant data for the excise tax in Line 5, Row 9, Column E.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColE[0].f5_80[0 | Text |
Fill in the required information for the excise tax in Line 5, Row 9, Column E.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row9[0].ColE[0].f5_81[0 | Text |
Enter the specific details for the excise tax in Line 5, Row 9, Column E.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].f5_82[0 | Text |
Provide the necessary value for the excise tax in Line 5, Row 10, Column 1.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColB[0].f5_83[0 | Text |
Input the relevant data for the excise tax in Line 5, Row 10, Column B.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColB[0].f5_84[0 | Text |
Fill in the required information for the excise tax in Line 5, Row 10, Column B.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].ColB[0].f5_85[0 | Text |
Enter the specific details for the excise tax in Line 5, Row 10, Column B.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row10[0].f5_86[0 | Text |
Provide the necessary value for the excise tax in Line 5, Row 10, Column 1.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColE[0].f5_97[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan as required in this section.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColE[0].f5_98[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row11[0].ColE[0].f5_99[0 | Text |
Input the relevant data for the excise tax associated with the employee benefit plan here.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].f5_100[0 | Text |
Enter the specific details required for the excise tax reporting for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColB[0].f5_101[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan in this field.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColB[0].f5_102[0 | Text |
Input the relevant data for the excise tax associated with the employee benefit plan here.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColB[0].f5_103[0 | Text |
Enter the specific details required for the excise tax reporting for the employee benefit plan.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].f5_104[0 | Text |
Provide the necessary information for the excise tax calculation for the employee benefit plan in this field. Maximum length is 11 characters.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].f5_105[0 | Text |
Input the relevant data for the excise tax associated with the employee benefit plan here.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row12[0].ColE[0].f5_106[0 | Text |
Enter the specific value related to the excise tax for the employee benefit plan as required in this section.
|
| Failure and Correction Details | ||
| Provide a brief description of the failure, and of the correction, if any: 6 | Text |
Provide a brief description of the failure and the correction, if any. This field requires a detailed explanation of what went wrong and how it was fixed.
|
| bf08 | Text |
This field appears to be a continuation or related to the previous field. Ensure to provide any additional details about the failure and correction here.
|
| Filer Identification | ||
| Filer Name | Text |
Enter the name of the filer.
|
| Filer’s Identifying Number | Text |
Enter the filer’s identifying number.
|
| Filer Information | ||
| Filer's identifying number | Text |
Enter the identifying number of the filer. The maximum length is 11 characters.
|
| Name of filer | Text |
Enter the name of the filer.
|
| Filer's identifying number | Text |
Enter the identifying number of the filer. This number should not exceed 11 characters.
|
| Name of filer | Text |
Enter the full name of the filer of this form.
|
| Filer's identifying number | Text |
Enter the identifying number of the filer, such as a Social Security Number (SSN) or Employer Identification Number (EIN). This field has a maximum length of 11 characters.
|
| Filer's identifying number | Text |
Enter the filer's identifying number, which can be a Social Security Number (SSN) or Employer Identification Number (EIN). Maximum length is 11 characters.
|
| Filer Name, Address, and Identification Number | ||
| Filer Name | Text |
Enter the name of the filer.
|
| Filer Street Address | Text |
Enter the filer’s street address, including the room or suite number if applicable.
|
| Filer City, Region, and Postal Code | Text |
Enter the filer’s city or town, state or province, country, and ZIP or foreign postal code.
|
| Filer Employer Identification Number | Text |
Enter the filer’s employer identification number (EIN).
|
| Filer Social Security Number | Text |
Enter the filer’s social security number (SSN).
|
| General Information | ||
| topmostSubform[0].Page3[0].f2_01[0 | Text |
Enter the relevant information for this field.
|
| topmostSubform[0].Page3[0].f3_06[0 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| topmostSubform[0].Page3[0].f3_08[0 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| topmostSubform[0].Page3[0].f3_10[0 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| 12 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| 1 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| 2 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| topmostSubform[0].Page3[0].f3_15[0 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| 4 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| topmostSubform[0].Page3[0].f3_17[0 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| 7 | Text |
Enter the relevant information for this field as specified in the instructions for Form 5330.
|
| topmostSubform[0].Page6[0].f6_01[0 | Text |
Enter the relevant information for field f6_01 on Page 6.
|
| 1b | Text |
Enter the relevant information for field 1b on Page 6.
|
| topmostSubform[0].Page6[0].f6_03[0 | Text |
Enter the relevant information for field f6_03 on Page 6.
|
| 2a | Text |
Enter the relevant information for field 2a on Page 6.
|
| topmostSubform[0].Page6[0].FLine2b_ReadOrder[0].f6_05[0 | Text |
Enter the relevant information for field f6_05 on Page 6.
|
| topmostSubform[0].Page6[0].f6_06[0 | Text |
Enter the relevant information for field f6_06 on Page 6.
|
| 2d | Text |
Enter the relevant information for field 2d on Page 6.
|
| topmostSubform[0].Page6[0].c6_1[0]_1 | CheckBox |
Check this box if applicable for field c6_1[0]_1 on Page 6.
|
| topmostSubform[0].Page6[0].c6_1[1]_2 | CheckBox |
Check this box if applicable for field c6_1[1]_2 on Page 6.
|
| topmostSubform[0].Page6[0].f6_08[0 | Text |
Enter a 4-digit value for field f6_08 on Page 6.
|
| topmostSubform[0].Page6[0].f6_13[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_14[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_15[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_18[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_21[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_22[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| 4 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| topmostSubform[0].Page6[0].f6_27[0 | Text |
Enter the appropriate code or value as specified in the form instructions.
|
| 1 | Text |
Enter the relevant information for this section. The specific details required are not clear from the field name.
|
| topmostSubform[0].Page6[0].LLine1_ReadOrder[0].f6_32[0 | Text |
This field appears to be part of a read order or sequence. The specific details required are not clear from the field name.
|
| topmostSubform[0].Page6[0].f6_33[0 | Text |
This field appears to be part of a read order or sequence. The specific details required are not clear from the field name.
|
| Miscellaneous | ||
| topmostSubform[0].Page3[0].f3_23[0 | Text |
This field appears to be a placeholder or an incomplete field. Please refer to the form instructions for more details.
|
| Noncompliance Period | ||
| Enter the number of days in the noncompliance period | Text |
Enter the number of days in the noncompliance period.
|
| Paid Preparer Information | ||
| Preparer’s Name | Text |
Enter the paid preparer’s name.
|
| Self-employed | Checkbox |
Check this box if the paid preparer is self-employed.
|
| Preparer’s PTIN | Text |
Enter the paid preparer’s PTIN. Fill only if 'Self-employed' is 'Yes'.
Depends on:
Self-employed
|
| Firm’s Name | Text |
Enter the name of the preparer’s firm.
|
| Firm’s EIN | Text |
Enter the preparer firm’s EIN.
|
| Firm’s Address | Text |
Enter the preparer firm’s address.
|
| Preparer’s Phone Number | Text |
Enter the preparer’s phone number.
|
| Plan Name and Plan Details | ||
| Plan Name | Text |
Enter the name of the employee benefit plan.
|
| Plan Year Ending | Date |
Enter the ending date of the plan year.
|
| Plan Number | Text |
Enter the plan number.
|
| Plan Sponsor Name, Address, and EIN | ||
| Plan Sponsor Name and Address | Text |
Enter the name and mailing address of the plan sponsor.
|
| Plan Sponsor EIN | Text |
Enter the plan sponsor’s employer identification number.
|
| Schedule E | ||
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row1[0].f5_111[0 | Text |
Enter the value for Column 1 in Row 1 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row1[0].f5_112[0 | Text |
Enter the value for Column 2 in Row 1 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row1[0].f5_113[0 | Text |
Enter the value for Column 3 in Row 1 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row1[0].f5_114[0 | Text |
Enter the value for Column 4 in Row 1 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row1[0].f5_115[0 | Text |
Enter the value for Column 5 in Row 1 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row2[0].f5_116[0 | Text |
Enter the value for Column 1 in Row 2 of Schedule E on Page 5.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row2[0].f5_117[0 | Text |
Enter the value for Column 2 in Row 2 of Schedule E on Page 5.
|
| Schedule E - Tax Details | ||
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row2[0].f5_118[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 2.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row2[0].f5_119[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 2.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row2[0].f5_120[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 2.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row3[0].f5_121[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 3.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row3[0].f5_122[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 3.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row3[0].f5_123[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 3.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row3[0].f5_124[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 3.
|
| topmostSubform[0].Page5[0].Table_ScheduleE[0].Row3[0].f5_125[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding item in Schedule E, Row 3.
|
| topmostSubform[0].Page5[0].f5_126[0 | Text |
Enter the total tax amount for Schedule E.
|
| Section A, Line 1 Tax | ||
| Section 4972 tax on nondeductible contributions | Number |
Enter the tax amount for Section 4972 on nondeductible contributions to qualified plans, as reported on Schedule A, line 12.
|
| Section A, Line 2 Tax | ||
| Section 4973(a)(3) Tax | Number |
Enter the tax on excess contributions to section 403(b)(7)(A) custodial accounts from Schedule B, line 12.
|
| Section A, Line 3a and 3b Taxes | ||
| Section 4975(a) tax on prohibited transactions | Number |
Enter the tax amount for prohibited transactions reported on line 3a.
|
| Section 4975(b) tax on failure to correct prohibited transactions | Number |
Enter the tax amount for failure to correct prohibited transactions reported on line 3b.
|
| Section A, Line 4 Tax | ||
| Section 4976 tax | Number |
Enter the tax amount for Section 4976 tax on disqualified benefits for funded welfare plans.
|
| Section A, Line 5a Tax and Basis | ||
| Section 4978 Tax on ESOP Dispositions | Number |
Enter the tax amount for Section 4978 tax on ESOP dispositions.
|
| Sec. 664(g) | Checkbox |
Check this box if the tax on line 5a is a result of the application of Section 664(g).
|
| Sec. 1042 | Checkbox |
Check this box if the tax on line 5a is a result of the application of Section 1042.
|
| Section A, Line 6 Tax | ||
| Section 4979A Tax | Number |
Enter the tax amount for certain prohibited allocations of qualified ESOP securities or ownership of synthetic equity.
|
| Section A, Total Taxes | ||
| Total Section A taxes | Number |
Enter the total of lines 1 through 6, which is also entered on Part II, line 17.
|
| Section B, Line 10a–10d Taxes | ||
| Section 4971(g)(2) tax | Number |
Enter the tax for failure to comply with a funding improvement or rehabilitation plan.
|
| Section 4971(g)(3) tax | Number |
Enter the tax for failure to meet requirements for plans in endangered or critical status.
|
| Section 4971(g)(4) tax | Number |
Enter the tax for failure to adopt a rehabilitation plan.
|
| Section 4971(h) tax | Number |
Enter the tax for failure of a CSEC plan sponsor to adopt a funding restoration plan.
|
| Section B, Line 8a and 8b Taxes | ||
| Section 4971(a) tax | Number |
Enter the tax on failure to meet minimum funding standards from Schedule D, line 2.
|
| Section 4971(b) tax | Number |
Enter the tax for failure to correct minimum funding standards.
|
| Section B, Line 9a and 9b Taxes | ||
| Section 4971(f)(1) tax | Number |
Enter the tax on failure to pay a liquidity shortfall from Schedule E, line 4.
|
| Section 4971(f)(2) tax | Number |
Enter the tax for failure to correct a liquidity shortfall.
|
| Section B, Total Taxes | ||
| Total Section B taxes | Number |
Enter the total Section B taxes from lines 8a through 10d or line 11.
|
| Section B1, Line 11 Tax | ||
| Section 4977 Tax on Excess Fringe Benefits | Number |
Enter the tax on excess fringe benefits from Schedule G, line 4.
|
| Section C, Line 13 Tax | ||
| Section 4979 tax on excess contributions | Number |
Enter the tax on excess contributions to certain plans reported from Schedule H, line 2, and also report it on Part II, line 17.
|
| Table Entries | ||
| topmostSubform[0].Page4[0].Table_Line2[0].Row1[0].f4_01[0 | Text |
This field appears to be part of a table. Enter the required information as per the form instructions.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row1[0].f4_02[0 | Text |
This field appears to be part of a table. Enter the required information as per the form instructions.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row1[0].f4_03[0 | Text |
This field appears to be part of a table. Enter the required information as per the form instructions.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row1[0].f4_04[0 | Text |
This field appears to be part of a table. Enter the required information as per the form instructions.
|
| Tax Amounts | ||
| topmostSubform[0].Page4[0].Table_Line2[0].Row7[0].f4_27[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row7[0].f4_28[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row8[0].f4_29[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row8[0].f4_30[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row8[0].f4_31[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row8[0].f4_32[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row9[0].f4_33[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row9[0].f4_34[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row9[0].f4_35[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row9[0].f4_36[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row10[0].f4_37[0 | Text |
Enter the specific tax amount related to the employee benefit plan for the corresponding line item.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColB[0].f5_38[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColB[0].f5_39[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColB[0].f5_40[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColE[0].f5_43[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColE[0].f5_44[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].ColE[0].f5_45[0 | Text |
Enter the amount or value associated with the excise tax for this specific column and row.
|
| Tax Calculations | ||
| 7 Amount of line 6 carried forward and deductible in this tax year 7 | Text |
Enter the amount from line 6 that is carried forward and deductible in this tax year.
|
| 9 Tentative taxable excess contributions. Add lines 3 and 8 9 | Text |
Enter the tentative taxable excess contributions by adding the amounts from lines 3 and 8.
|
| 11 Taxable excess contributions. Subtract line 10 from line 9 11 | Text |
Enter the taxable excess contributions by subtracting the amount on line 10 from the amount on line 9.
|
| 6 Total of all prior years' distributions out of the account included in your gross income under section 72(e) and not previously used to reduce excess contributions 6 | Text |
Enter the total of all prior years' distributions out of the account included in your gross income under section 72(e) and not previously used to reduce excess contributions.
|
| 8 Taxable excess contributions. Add lines 3 and 7 8 | Text |
Enter the taxable excess contributions by adding the amounts from lines 3 and 7.
|
| 9 Multiply line 8 by 6% 9 | Text |
Enter the result of multiplying the value from line 8 by 6%.
|
| 12 Excess contributions tax. Enter the lesser of line 9 or line 11 here and on Part I, line 2 12 | Text |
Enter the lesser value between line 9 and line 11. This amount represents the excess contributions tax and should also be entered on Part I, line 2.
|
| Enter 30% of line 3 here and on Part I, line 11 3 | Text |
Enter 30% of line 3 here and on Part I, line 11.
|
| Enter 30% of line 3 here and on Part I, line 11 3 d50b 4 4 | Text |
Enter 30% of line 3 here and on Part I, line 11.
|
| Multiply line 1 by 10% and enter here and on Part I, line 13 | Text |
Multiply line 1 by 10% and enter here and on Part I, line 13.
|
| Multiply line 1 by 10% and enter here and on Part I, line 13 fbc2 2 2 | Text |
Multiply line 1 by 10% and enter here and on Part I, line 13.
|
| Tax Details | ||
| topmostSubform[0].Page4[0].Table_Line2[0].Row10[0].f4_38[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 10, Column 1 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row10[0].f4_39[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 10, Column 2 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row10[0].f4_40[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 10, Column 3 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row11[0].f4_41[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 11, Column 1 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row11[0].f4_42[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 11, Column 2 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row11[0].f4_43[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 11, Column 3 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row11[0].f4_44[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 11, Column 4 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row12[0].f4_45[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 12, Column 1 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row12[0].f4_46[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 12, Column 2 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row12[0].f4_47[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 12, Column 3 on Page 4.
|
| topmostSubform[0].Page4[0].Table_Line2[0].Row12[0].f4_48[0 | Text |
Enter the specific tax amount or detail required for Line 2, Row 12, Column 4 on Page 4.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].f5_37[0 | Text |
Enter the specific details or description related to the excise tax being reported in this row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].f5_42[0 | Text |
Enter the specific details or description related to the excise tax being reported in this row.
|
| topmostSubform[0].Page5[0].Table_Line5[0].Row6[0].f5_46[0 | Text |
Enter the specific details or description related to the excise tax being reported in this row.
|
| Tax Due Calculation | ||
| Tax amount from Part I | Number |
Enter the applicable amount from Part I, line 7, 12, 13, 14, 15, or 16.
|
| Tax paid before filing | Number |
Enter the amount of tax paid with Form 5558 or any other tax paid before filing this return.
|
| Tax due | Number |
Enter the result of subtracting line 18 from line 17 if the result is greater than zero. Fill only if 'Tax amount from Part I', 'Tax paid before filing' line 17 minus line 18 is greater than zero.
Depends on:
Tax amount from Part I, Tax paid before filing
|
| Tax Information | ||
| 1 Total contributions for your tax year to your qualified employer plan (under section 401(a), 403(a), 408(k), or 408(p)) 1 | Text |
Enter the total contributions for your tax year to your qualified employer plan under section 401(a), 403(a), 408(k), or 408(p).
|
| 2 | Text |
Enter the relevant information for this field.
|
| 3 | Text |
Enter the relevant information for this field.
|
| 4 Enter amount of any prior year nondeductible contributions made for years beginning after 12/31/86 . 4 | Text |
Enter the amount of any prior year nondeductible contributions made for years beginning after 12/31/86.
|
| 5 Amount of any prior year nondeductible contributions for years beginning after 12/31/86 returned to you in this tax year for any prior tax year. 5 | Text |
Enter the amount of any prior year nondeductible contributions for years beginning after 12/31/86 returned to you in this tax year for any prior tax year.
|
| Tax Totals | ||
| topmostSubform[0].Page5[0].Table_Line5[0].Row5[0].f5_41[0 | Text |
Enter the total amount or value for the excise tax in this row, ensuring it does not exceed 11 characters.
|
| Tax Year | ||
| Tax Year Beginning Date | Date |
Enter the date on which the filer’s tax year begins.
|
| Tax Year Beginning Year | Number |
Enter the year in which the filer’s tax year begins.
|
| Tax Year Ending Date | Date |
Enter the date on which the filer’s tax year ends.
|
| Tax Year Ending Year | Number |
Enter the year in which the filer’s tax year ends.
|
| Taxes Reported in Sections D–F | ||
| Section 4980 Tax on Reversion | Number |
Enter the amount of Section 4980 tax on the reversion of qualified plan assets to an employer.
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| Section 4980F Tax on Failure to Provide Notice | Number |
Enter the amount of Section 4980F tax on failure to provide notice of a significant reduction in future accruals.
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| Section 4965 Tax on Prohibited Tax Shelter Transactions | Number |
Enter the amount of Section 4965 tax on prohibited tax shelter transactions for entity managers.
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| Taxpayer Telephone Number | ||
| Taxpayer Telephone Number | Text |
Enter the taxpayer’s telephone number.
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