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Form 14704: Transmittal Schedule – Transmittal Schedule – Form 5500-EZ Delinquent Filer Penalty Relief Program
Internal Revenue Service Form 14704 is a transmittal schedule that must be attached to the oldest delinquent Form 5500‑EZ return in a submission for the Delinquent Filer Penalty Relief Program. It collects sponsor information and payment amount, e.g., $500 for one delinquent return.
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IRS Form 14704 - Transmittal Schedule – Transmittal Schedule – Form 5500-EZ Delinquent Filer Penalty Relief Program
Internal Revenue Service Form 14704 is a transmittal schedule that must be attached to the oldest delinquent Form 5500‑EZ return in a submission for the Delinquent Filer Penalty Relief Program. It collects sponsor information and payment amount, e.g., $500 for one delinquent return.
Risk Radar
Scan points- 1Choosing the wrong payment‑amount box can lead to an incorrect penalty payment.
- 2Leaving line 1 blank or providing an individual’s name instead of the plan sponsor or administrator.
- 3Entering a Social Security Number in place of the required Employer Identification Number on line 4.
- 4Omitting the plan number or plan name in lines 6 and 7, which are required for identification.
- 5Failing to indicate the last day of the plan year for each delinquent return in line 8 (MM/DD/YY).
Plain English
This form lets a plan sponsor or administrator send the required information when they are asking for relief from the penalty for late filing of a Form 5500‑EZ. It includes the sponsor’s name, address, EIN, plan details, and the payment amount based on how many returns are late.
Submission Date
- Filing date: 2015-06-01 00:00:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when attaching a transmittal schedule to the oldest delinquent Form 5500‑EZ return in a submission for the Delinquent Filer Penalty Relief Program.
- Do not use it when filing a current (non‑delinquent) Form 5500‑EZ return.
- Check Form 5500‑EZ instead when filing the delinquent return itself without the transmittal schedule.
Form selector
Use this form or another form?
Submitting a delinquent Form 5500‑EZ without the transmittal schedule
Required attachment for penalty relief program
✓ Confirm Form 14704 is included
Filing a regular (non‑delinquent) Form 5500‑EZ
No penalty relief needed, so transmittal not required
✓ Verify no delinquent returns are present
Paying the penalty for multiple delinquent returns
Payment amount varies with number of returns (a‑c)
✓ Ensure correct payment box is selected
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Applicant’s name
Sponsor’s legal name · In field 1 of Form 14704
Applicant’s EIN
Employer Identification Number · Field 4, must not be SSN
Plan number
Plan’s assigned number · Field 6 identifies plan
Last day of plan year
MM/DD/YY of each delinquent return · Field 8 for each return
Payment amount selection
Choose a, b, or c box · Determines penalty relief fee
Before you submit
- 1Verify the form edition reads May 2015.
- 2Enter the applicant’s name exactly as on official records.
- 3Provide the applicant’s EIN, not a Social Security Number.
- 4Fill in the complete street address, city, state, and zip code.
- 5List the plan number and plan name accurately.
- 6Enter the last day of the plan year for each delinquent return in MM/DD/YY format.
- 7Check the box that matches the number of delinquent returns and corresponding payment amount.
- 8Sign the form where required.
How to file this form
- 1Gather sponsor information and the delinquent Form 5500‑EZ returns.
- 2Complete Form 14704 fields 1‑8 with accurate data.
- 3Select the appropriate payment amount box (a, b, or c) based on the number of delinquent returns.
- 4Attach Form 14704 to the oldest delinquent Form 5500‑EZ return in the submission.
- 5Mail the package to the IRS as instructed and retain the mailing receipt as proof of filing.
Known limitations
- 1The official source does not describe filing deadlines for Form 14704, requiring filers to verify any due dates on the IRS website.
- 2No guidance is provided for electronic submission of Form 14704; filers must determine whether paper or e‑file is acceptable.
- 3The source omits instructions for handling multiple delinquent returns beyond three; filers should consult IRS instructions for additional cases.
- 4Absence of a statutory reference means the form’s legal authority is not cited; filers may need to locate the governing regulation.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->The form is the May 2015 edition (Form 14704 (5‑2015)). The source does not indicate a newer revision.
What changed or needs a fresh check
- Edition date — confirm the form shows May 2015 (Form 14704 (5‑2015))
- Payment amount — confirm the selected box matches the number of delinquent returns ($500 for one, $1,000 for two, $1,500 for three or more)
- Signature — ensure the form is signed by the applicant or authorized representative
- Applicant EIN — verify the number is an Employer Identification Number, not a Social Security Number
Quick Facts
Downloads
After you file
- 1Retain a complete copy of Form 14704 and the attached Form 5500‑EZ for the filer’s records, as required for future audits.
- 2Confirm that the selected payment box matches the number of delinquent returns and that the $500, $1,000, or $1,500 amount was remitted.
- 3Monitor IRS correspondence for acknowledgment of relief; any notice of denial may require additional documentation or correction of the transmittal schedule.
- 4Verify that the form edition reads May 2015; anticipate future revisions and re‑check the IRS site before submitting subsequent relief requests.
Sources
- SRCForm p.1 — Catalog Number 67750H
- SRCForm p.1 — Revision date May 2015 (5-2015)
- SRCForm p.1 — Official title "Transmittal ScheduleForm 5500-EZ Delinquent Filer Penalty Relief Program"
- SRCForm p.1 — OMB Number 1545-0956
- SRCForm p.1 — Payment amount for one delinquent return is $500
- SRCForm p.1 — Payment amount for two delinquent returns is $1,000
- SRCForm p.1 — Payment amount for three or more delinquent returns is $1,500
Questions about IRS Form 14704
What is IRS Form 14704 used for?
This form lets a plan sponsor or administrator send the required information when they are asking for relief from the penalty for late filing of a Form 5500‑EZ. It includes the sponsor’s name, address, EIN, plan details, and the payment amount based on how many returns are late.
Who must file IRS Form 14704?
Plan sponsors or plan administrators must file IRS Form 14704.
What information does IRS Form 14704 require?
The form collects the applicant’s name, street address, city/state/ZIP, employer identification number, telephone number, plan number, plan name, and the last day of the plan year for each delinquent return (lines 1‑8). It also requires checking the box that matches the number of delinquent returns to the corresponding payment amount.
How do I complete IRS Form 14704?
Complete lines 1 through 8 with the sponsor’s identifying information and plan details. Enter the last day of the plan year for each delinquent return in line 8. Choose the appropriate payment box (a, b, or c) that matches the number of delinquent returns. Attach the completed schedule to the oldest delinquent Form 5500‑EZ return before filing.
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