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5500 extension due date Form: What You Should Know

For individual 401(k)s, the Form 5500 deadline is due within 7 calendar days after the end of the 3rd plan year following the first plan year in which its employer has made an election to make plan contributions. The employer may use Form 5500-SF (the extension form) to extend the 5500's due date. The employer can also use the Form 5500-SF to extend the 5500 for calendar years after 2019. There is no fee for doing so. However, the Form 5500 form can be very  time-consuming to prepare. Form 5500 can be delayed until July 7, 2019, for a plan year's first taxable year. If a plan year's second or consecutive taxable year ends on a Saturday, Sunday or legal holiday, the 5500 must be timely filed by the applicable filing Deadline May Be Extended Once a Tax Return Has Been Made If you filed a 2023 Tax Return for the IRS, you may be wondering what you can do to extend the 5500 deadline for the 2023 tax year to after March 10 of that year. If your filing status was Single, Married Filing Jointly or Qualified Widow(er), or Head of Household, you could apply for an extension from the IRS to a date after March 10, 2018, by sending the Form 5329, Application for Extend Due Date, by March 10, 2018. This form was approved in 2015, but there may yet be some exceptions that will change the rules if you are a 2023 taxpayer. The IRS did notify employees that they must be in compliance with the 2023 deadline to file tax returns by 2017, but the IRS did not include the extension in a letter explaining the extension deadline. The IRS has given some general guidelines for the extension: If you were not in compliance with the tax return deadline when you filed your year-end 2023 tax return, you can extend the 5500 due date to a date prior to March 10, 2018.

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