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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 5329
for the current year.
IRS Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
What Is IRS Form 5329?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
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 have certain types of retirement accounts or other tax-favored accounts and owe additional taxes or need to report certain transactions.
Q: What types of accounts are covered by IRS Form 5329?
A: IRS Form 5329 covers qualified plans, such as 401(k)s and IRAs, as well as other tax-favored accounts like Health Savings Accounts (HSAs) and Coverdell Education Savings Accounts (ESAs).
Q: What additional taxes can be reported on IRS Form 5329?
A: Additional taxes that can be reported on IRS Form 5329 include early distribution penalties, excess contributions, and required minimum distribution (RMD) shortfalls.
Q: How do I fill out IRS Form 5329?
A: To fill out IRS Form 5329, you will need to provide your personal information, details about your retirement or tax-favored accounts, and specific information related to the additional taxes you are reporting.
Q: When is the deadline to file IRS Form 5329?
A: The deadline to file IRS Form 5329 is typically the same as the deadline to file your federal income tax return, which is usually April 15th.
Q: Do I need to attach any documents when filing IRS Form 5329?
A: In most cases, you will need to attach supporting documents, such as Form 1099-R or Form 5498, when filing IRS Form 5329.
Q: What happens if I don't file IRS Form 5329?
A: If you are required to file IRS Form 5329 but fail to do so, you may be subject to penalties and interest on the additional taxes owed.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5329 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
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