Draft of Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)

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Draft of Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]

[Official Guidance]
Feb. 10, 2026

Rev. Dec. 2025; 18 pages. "What's New: [1] Financial institution that is a disqualified person ... [2] Direct deposit and electronic payments." MORE >>

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