Paid IRS penalties during COVID (2020 - 2023)? You may be eligible for a refund.

Learn More

Paid IRS penalties during COVID (2020 - 2023)? You may be eligible for a refund. Learn More

File Form 5558 Easily to Get an Automatic Extension for
Form 5500 Series and 8955-SSA.

If your Form 5500, 5500-SF, 5500-EZ, or 8955-SSA isn't ready by July 31, don't risk $250 a day in penalties.
One Form 5558 filing gets you until October 15. No explanation needed.

  • IRS-authorized provider
  • Built-in error checks
  • We'll handle the paperwork

Federal Court Rulings on COVID-Era IRS Penalties

Taxpayers who paid IRS penalties between 2020 and 2023 may qualify for a refund. Check your eligibility and file a claim before July 10.

What is IRS Form 5558?

Form 5558 is an IRS form that gives plan sponsors and administrators an automatic 2½-Month extension to file certain employee benefit plan returns.

TaxBandits makes the process straightforward — enter your plan details, we validate for errors, print the form, and mail it directly to the IRS, UT. No paperwork on your end.

What is IRS Form 5558?

Form 5558 Deadline for 2025
Tax Year

To get an extension, Form 5558 must be filed by the original due date of the return you're extending.
Here are the deadlines for calendar-year plan filers:

Original Deadline Extended Deadline
July 31, 2026

For Form 5500, 5500-SF, 5500-EZ, and 8955-SSA (calendar-year plans)

October 15, 2026

2 1/2-month automatic extension

Why Choose TaxBandits to File
Form 5558?

Filling out Form 5558 manually is error-prone. TaxBandits makes it accurate, fast, and organized.

Print & Mail to the IRS

We Print and Mail It for You

Once you prepare your Form 5558, we generate a correctly formatted PDF and mail it to the IRS — zero paperwork at your end.

Built-In Error Check

Built-In Error Checks

Our system flags missing fields, mismatched EINs, and incorrect plan numbers before you finalize — preventing IRS rejections.

Manage Extension for Multiple Plans

Manage Extension for Multiple Plans

Each plan needs its own Form 5558. TaxBandits lets you manage and file multiple plans from one account in a single session.

Live US-Based Support

Live US-Based Support

Our support team is available 24/7 to help you get your plan details right and answer any questions before you mail.

File your Form 5558 quickly and
without hassle.

Information Required to File
Form 5558

Most filers finish in under 5 minutes. Have these three things handy:

Information Required to File Form 5558

1. Plan Sponsor Name and EIN

The legal name and Employer Identification Number of the organization sponsoring the plan.

2. Plan Name and Plan Number

The official plan name and the 3-digit number assigned to the plan by the employer (e.g., 001, 002).

3. Plan Year Date

End date of the plan year for which the extension is being requested.

How to File Form 5558 with TaxBandits

Follow these three steps to get your extension filed in minutes.

File One Plan

  • Step 1: Enter Plan Sponsor Details

    Provide the plan sponsor's EIN, legal name, mailing address, and plan year.

  • Step 2: Identify the Plan and Form

    Enter the plan name, plan number, and select the form you need to extend.

  • Step 3: Review, Transmit, and Track

    TaxBandits validates your details, prints your Form 5558, and mails it to the IRS.

File Multiple Plans

  • Step 1: Enter Plan Sponsor Details

    Provide the plan sponsor's EIN, legal name, mailing address, and plan year.

  • Step 2: Identify Each Plan and Form

    Enter each plan name, plan number, and the form being extended.

  • Step 3: Review and Submit

    Review all plan details and submit them for TaxBandits validation.

  • Step 4: Track Each Extension

    Track every Form 5558 from your account after TaxBandits prints and mails it.

File Form 5558 with TaxBandits in minutes.

Why Struggle with Paper When There's a Smarter Way to File?

Not all filing methods are equal. Here's why TaxBandits is the smarter choice.

How It Works TaxBandits Paper Filing
Form Completion
tick Step-by-step guided process
Manual — no guidance
Error Check
tick Built-in audit error check before mailing
x-markYou review and catch errors yourself
Printing & Mailing
tickWe print and mail to the IRS for you
x-markYou print, stamp, and mail
Postmark Confirmation
tickAutomatically recorded
x-markYou must track separately
Form Requirement Detection
tick Smart eligibility check
x-markManual IRS instructions
Time to Complete Under 3 minutes 45–60 minutes
Support
tick Chat, phone, and email
x-markNone

Frequently Asked Questions

Which forms does Form
5558 extend?

Form 5558 can extend the due date for:

  • Form 5500 (Annual Return/Report of Employee Benefit Plan)
  • Form 5500-SF (Short Form for Small Employee Benefit Plans)
  • Form 5500-EZ (One-Participant Retirement Plan Return)
  • Form 8955-SSA (Statement reporting participants with deferred vested benefits).

A separate Form 5558 must be filed for each plan and each form type.


Does the extension also apply to plan contributions or tax payments?

No. Form 5558 only extends the deadline to file the return — it does not extend the time to pay any taxes or contributions due.


What are the penalties for filing Form 5500 late without
an extension?

The DOL can assess penalties of $250 per day (up to $150,000) for late Form 5500 filings. The IRS may also assess its own separate penalties. Filing a timely Form 5558 fully prevents these penalties for the extension period.

TaxBandits for Every Business

If you already missed the deadline, the DOL's Delinquent Filer Voluntary Compliance (DFVC) program may help reduce penalties. Contact TaxBandits support for guidance.


Where do I mail Form 5558?

Form 5558 must be mailed to:

location-map

Department of the Treasury,
Internal Revenue Service Center,
Ogden, UT 84201.

When you use TaxBandits, we handle mailing automatically — no action needed on your part.


Can I file Form 5558 for multiple plans in one session?

Yes. TaxBandits allows you to add multiple plans within a single account session. Each plan will have its own Form 5558 prepared and submitted — billed individually but managed from one dashboard.

File Form 5558 in Minutes and Get an Extension for Your
Employee Plan Returns

An IRS Authorized E-File Provider You Can Trust