Enter the plan year end to calculate when Form 5558 is due and the latest extension date that may be requested for a Form 5500 series return.
A timely and complete Form 5558 can generally extend a Form 5500 series filing to no later than the 15th day of the third month after the normal due date.
The extension request must generally be filed on or before the return/report's normal due date. This tool does not determine eligibility for other automatic extensions or special relief.
It first calculates the ordinary Form 5500 due date—the last day of the seventh calendar month after the plan year ends. It then calculates the latest requested extension date as the 15th day of the third month after that normal due date.
Beginning in 2025, Form 5558 may be filed electronically through EFAST2 or on paper with the IRS. A separate Form 5558 is generally used for each plan.
See our ERISA Form 5500 Windows software for preparation, validation and filing workflow support.