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In summary, an HSA owner must complete Form 5329 to show that he or she (or the employer) made an excess HSA contribution. This is true even if the individual corrected the excess by withdrawing it.
If you leave your job, you can roll over your Roth 401(k) to a Roth IRA. However, if the Roth IRA was not open before the rollover, you will restart the clock on the five-year rule and wont be able to make penalty-free withdrawals until five years pass.
If you have the 1099-R for the early withdrawal then TurboTax will generate form 5329 automatically for you once you have entered the retirement account information into the system. If you are using the desktop software you can use the form view in the upper right corner and look at all your forms.
If an individual takes money out of a qualified retirement plan or IRA before reaching the age of 59, they may be subject to early withdrawal penalties. Form 5329 is used to calculate and report these penalties.
You have to file the form if you received early distributions or made excess contributions related to retirement accounts or certain tax-advantaged savings accounts.
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Contributions to a Roth IRA arent deductible (and you dont report the contributions on your tax return), but qualified distributions or distributions that are a return of contributions arent subject to tax.
You may be able to get the penalty waived if you missed taking your RMD due to an illness, mental incapacity, or bank error. Youll calculate that penalty in Part 9 of Form 5329. To request a waiver, enter RC (for reasonable cause) and the amount of shortfall you want waived on the dotted line next to Line 54.

roth termination form