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What is the form 5329?

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

What are the exceptions to the early withdrawal penalty?

You may be exempted from the IRA early withdrawal penalty if you are withdrawing money to pay qualified medical expenses, pay health insurance if you are unemployed, pay qualified education expenses, fulfill an IRS levy, or because you are disabled and unable to work.

What might be reasons for the IRS early withdrawal penalties to be waived?

Exceptions to the Tax Penalty on Early Withdrawals You have reached age 59 1/2. The distribution was made to your estate or beneficiary after your death. The distribution was made because you are totally and permanently disabled. The withdrawal was made to cover deductible medical expenses.

How do I report 5329?

Tax Form 5329 must be filed in conjunction with Form 1040 or Form 1040NR. All tax forms must be filed by the due date, typically on or about April 15, including extensions. If you do not have to file an income tax return, Form 5329 can be completed and filed on its own.

How do I get form 5329?

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website. Once you have the proper form, fill in your personal details including your name, address, and social security number.

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