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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 and calculate additional taxes on qualified plans and other tax-favored accounts.
Q: What are qualified plans?A: Qualified plans include retirement accounts such as 401(k), 403(b), and individual retirement accounts (IRAs).
Q: What are tax-favored accounts?A: Tax-favored accounts refer to accounts that offer tax advantages, such as health savings accounts (HSAs) and Coverdell education savings accounts (ESAs).
Q: Who needs to file IRS Form 5329?A: Individuals who have additional taxes or penalties related to their qualified plans or tax-favored accounts need to file IRS Form 5329.
Q: What kind of taxes are reported on IRS Form 5329?A: IRS Form 5329 is used to report taxes such as early distribution penalties, excess contributions penalties, and other penalties related to these accounts.
Q: How do I fill out IRS Form 5329?A: You need to provide your personal information, details of the additional taxes or penalties, and any applicable exceptions or waivers on the form.
Q: When is the deadline to file IRS Form 5329?A: The deadline to file IRS Form 5329 is usually the same as the deadline for your federal income tax return, which is typically April 15th.
Q: Can I e-file IRS Form 5329?A: Yes, you can e-file IRS Form 5329 along with your federal income tax return.
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 or penalties 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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