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5329. Department of the Treasury Internal Revenue Service. Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. Attach to Form 1040, 1040-SR, 1040-NR, or 1041. Go to www.irs.gov/Form5329 for instructions and the latest information.
Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs. Current revision Form 5329 PDF
Form 5329 is the tax form used to calculate possibly IRS penalties from the situations listed above and possibly request a penalty waiver. Form 5329 applies to each individual that might owe a penalty, so for married couples filing jointly, each spouse must complete their own form.
IRS Form 5329 is the form that taxpayers use to calculate and report additional taxes on certain tax-preferred accounts to the Internal Revenue Service. Taxes calculated on Form 5329 are reported on Schedule 2 of the taxpayer’s Form 1040 or Schedule G of Form 1041.
Download the 5329 form from the IRS website and fill it out the same as above. Print and mail your return with the 5329 form and explanation attached as described in the 5329 instructions. The 2019 5329 must be attached to your printed and mailed 2019 tax return and cannot be e-filed.
Download the 5329 form from the IRS website and fill it out the same as above. Print and mail your return with the 5329 form and explanation attached as described in the 5329 instructions. The 2018 5329 must be attached to your printed and mailed 2018 tax return and cannot be e-filed.
5329. Department of the Treasury Internal Revenue Service. Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form5329 for instructions and the latest information.
When filing taxes, it's important to make sure you're reporting all of your income correctly. That includes making note of early distributions on Form 5329.
Download or print the 2023 Federal (Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts) (2023) and other income tax forms from the Federal Internal Revenue Service.
Download or print the 2023 Federal Form 5329 (Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts) for FREE from the Federal Internal Revenue Service.