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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: Individuals who have incurred additional taxes on qualified plans and other tax-favored accounts need to file IRS Form 5329.
Q: What are some examples of qualified plans and tax-favored accounts?
A: Examples include individual retirement accounts (IRAs), 401(k) plans, and health savings accounts (HSAs).
Q: What types of additional taxes are reported on IRS Form 5329?
A: Types of additional taxes include taxes on early distributions, excess contributions, and prohibited transactions in qualified plans and tax-favored accounts.
Form Details:
- A 2-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- 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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