Free Form 5500 Extension Tool

Form 5558 Extension Date Calculator

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.

Form 5500 / 5500-SF / 5500-EZ

Calculate the Form 5558 dates

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.

What the calculator is doing

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.

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Form 5558 extension examples

Calendar-year planNormal Form 5500 deadline: July 31. A valid extension generally moves the filing deadline up to 2½ months later.
File Form 5558 by the normal due dateThe extension request generally must be submitted on or before the return's normal due date.
One plan per Form 5558IRS guidance says not to list more than one plan on a Form 5558.
Electronic filing: Current IRS Form 5500 Corner guidance allows Form 5558 to be filed electronically through EFAST2 or on paper. Verify the current procedure before filing.