Form 5329-2025

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Form 5329 is used to report additional taxes on qualified plans, including IRAs and other tax-favored accounts for the year 2020. It includes sections for calculating taxes on early distributions, excess contributions to various retirement accounts, and failure to take required minimum distributions. Taxpayers must attach this form to their main tax return (Form 1040) if applicable.

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Click 'Get Form' to open it in the editor.
Begin by entering your social security number and name in the designated fields. If filing jointly, include your spouse's information as instructed.
Fill out your home address only if you are submitting this form separately from your tax return.
Complete Part I for additional taxes on early distributions. Report any taxable distributions before age 59½ and indicate any exceptions that apply.
Proceed to Parts II through IX as applicable, detailing any excess contributions or distributions from various accounts like IRAs, HSAs, and ABLE accounts.
Review all entries for accuracy. Once completed, you can print, download, or share the form directly from our platform.

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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (52 Votes)
2022	4.3 Satisfied (54 Votes)
2021	4.9 Satisfied (41 Votes)
2020	4.3 Satisfied (76 Votes)
2019	4.4 Satisfied (768 Votes)
2018	4.1 Satisfied (62 Votes)
2017	4.4 Satisfied (180 Votes)
2016	4.4 Satisfied (1170 Votes)
2015	4 Satisfied (52 Votes)
2014	4 Satisfied (57 Votes)
2013	4.4 Satisfied (59 Votes)
2010	4 Satisfied (20 Votes)
2008	4.2 Satisfied (52 Votes)

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Who must file form 5329?

Form 5329 is an attachment to the federal income tax return that must be filed by taxpayers who owe a penalty related to their use of a tax-advantaged retirement savings plan such as an IRA or 401(k) or any other tax-advantaged plans such as the Health Savings Account (HSA) and the Coverdell Education Savings Account (

How do I get a copy of my 5329 form?

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website. Can I file form 5329 by itself? In most cases, this form must be filed as part of an amended tax return for the year the distribution should have been made.

Where can I get a copy of my HSA tax form?

If youre an online banking user, your tax documents will be available to you on the Member Website. If you chose to get paper tax documents, youll get a copy in the mail. Where can I find my tax documents on the Member Website? Get your 1099-SA and 5498-SA forms in the Message Center or from the Resources page.

What is a 5329 tax form?

Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

What is a reasonable cause for 5329?

You may need this form in three situations: early distributions from a tax-favored account. excess contributions to a tax-favored account. failing to take required minimum distributions.

example of completed form 5329

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What is the tax form for 401k early withdrawal?

File with HR Block to get your max refund If youre taking out funds from your retirement account prior to age 59 and exceptions apply, use IRS Form 5329 to report the amount of 10% additional tax you owe on an early distribution or to claim an exception to the 10% additional tax.

Does everyone get a form 5329?

Who Must File Form 5329? You must complete and submit Form 5329 to the IRS with your tax return if you: Received any early distributions from a qualifying tax-favored retirement account such as a 401(k) or individual retirement account (IRA).

Where do I find my 5329 form?

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website.

How do I find form 5329 on TurboTax?

You can use the forms mode if you decide to use the TurboTax Desktop software if you do not have a Form 1099-R to file: Enter the forms mode and click on Open Form and type 5329. Scroll down to Part IX line 52 and enter the RMD amount that should have been taken.

How do I get a copy of my tax return PDF?

Tip: Get faster service: Online at .irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance.