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March 10, 2021

IRS Increases User Fee for Form 5310

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The IRS issued Revenue Procedure 2020-14, in which they announced an increase in the user fee for Form 5310, Application for Determination for Terminating Plan, from $3,000 to $3,500.

This is effective January 4, 2021.

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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