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Returning Member
posted Jun 6, 2019 10:50:52 AM

Can I file a form 5330 with TT home and business?

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1 Best answer
Level 15
Jun 6, 2019 10:50:53 AM

IRS Form 5330, Return of Excise Taxes Related to Employee Benefit Plans is not supported by the personal editions of TurboTax.

IRS Form 5330 - https://www.irs.gov/pub/irs-pdf/f5330.pdf

IRS Form 5330 instructions - https://www.irs.gov/pub/irs-pdf/i5330.pdf

Also see this IRS website - https://www.irs.gov/retirement-plans/form-5330-corner

3 Replies
Level 15
Jun 6, 2019 10:50:53 AM

IRS Form 5330, Return of Excise Taxes Related to Employee Benefit Plans is not supported by the personal editions of TurboTax.

IRS Form 5330 - https://www.irs.gov/pub/irs-pdf/f5330.pdf

IRS Form 5330 instructions - https://www.irs.gov/pub/irs-pdf/i5330.pdf

Also see this IRS website - https://www.irs.gov/retirement-plans/form-5330-corner

Returning Member
Jun 6, 2019 10:50:55 AM

Can I enter the results of the figures of form 5330 in TT and which form would that be?

Level 15
Jun 6, 2019 10:50:55 AM

The Form 5330 data entered on the form is not included on your personal tax return.  The Form is completed, signed, dated and sent to the IRS separate from your tax return.
The instructions for how to complete and mail the form are in the Form 3550 instructions.