How to Complete 2023 Form 5558 Application for Extension of Time to File Form 5500-EZ for Plan Year 2023

You can obtain a blank copy of Form 5558 by clicking HERE

By mailing (postmarked) Form 5558 to the IRS by July 31, 2024, you will be able to file the 2023 Form 5500-EZ by the extended deadline of October 15, 2024.

Following is an example of how to complete Form 5558.


***Note: Box 1under Part II is not required to be checked if you are not filing a Form 5500-EZ for the first time (i.e., you have filed for years prior to 2023).***

Where to File

Regular Mail: 

Department of the Treasury

Internal Revenue Service

Ogden, UT 84201-0045

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>

  •  

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU