The e-filing for Form 5330 filing and payment must be done electronically. Please follow the instructions closely and retain copies of the complete filing for your records.
The filing signer will see an e-filing request (email) for the Form 5330 and the 8453-TE. The 8453-TE authorizes an electronic fund withdrawal for payment of federal taxes owed.
Form 5330 Portal E-filing Experience
For reference, the screenshots below provide an overview of the e-filing process:
Important: Each step must be completed in order, within the same session, for the next step to be enabled.
Step 1: Print Paper Copy of the Form 5330
Step 2: Choose Payment Method
Step 3: Print, Review, & Sign Paper Copy of Form 8453-TE.
Step 4: Upload Physically Signed Form 8453-TE
Step 5: Sign and File Electronically
Form 5330 Filing