Form 720 is used to report a variety of different taxes and fees (everything from Fuel, Fishing rods, to Self-insured health plan PCORI fees). If your company is not using the form to report anything but PCORI fees then there are four portions of the form you need to complete. Keep in mind this is a tax form, we are not accountants, and our guidance is for informational purposes only. If you have any questions about the form it is best to get confirmation from your accountant.
That being said, please click the link for the guide that aligns with when your plan year ended last year:
- Guide 1: Plan years ending between 1/1/2024 – 9/30/2024
- Guide 2: Plan years ending between 10/1/2024 – 12/31/2024
Looking for additional information on PCORI?


