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This version of the form is not currently in use and is provided for reference only. Download this version of
Instructions for IRS Form 5329
for the current year.
Instructions for IRS Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
This document contains official instructions for IRS Form 5329 , Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5329 is available for download through this link.
FAQ
Q: What is IRS Form 5329?
A: IRS Form 5329 is a form used to report additional taxes on qualified plans (including IRAs) and other tax-favored accounts.
Q: Who needs to file IRS Form 5329?
A: You need to file IRS Form 5329 if you owe additional taxes on your qualified plans (including IRAs) and other tax-favored accounts.
Q: What are qualified plans?
A: Qualified plans include retirement accounts like 401(k)s, 403(b)s, and IRAs.
Q: What are tax-favored accounts?
A: Tax-favored accounts are accounts with special tax benefits, such as health savings accounts (HSAs) and Archer MSAs.
Q: What additional taxes are reported on IRS Form 5329?
A: IRS Form 5329 is used to report taxes like the early distribution penalty on retirement accounts and excess contributions to tax-favored accounts.
Q: How do I fill out IRS Form 5329?
A: You'll need to follow the instructions provided with the form to accurately fill out IRS Form 5329.
Q: When is the deadline to file IRS Form 5329?
A: The deadline to file IRS Form 5329 is typically the same as your income tax filing deadline, which is usually April 15th.
Instruction Details:
- This 9-page document is available for download in PDF;
- Not applicable for the current tax year. Choose a more recent version to file this year's taxes;
- Complete, printable, and free.
Download your copy of the instructions by clicking the link below or browse hundreds of other forms in our library of IRS-released tax documents.
Download Instructions for IRS Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
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