Related links
Instructions for Form 5329 (2024) | Internal Revenue Service
Dec 16, 2024 You must file Form 5329 to report an exception to the 10% additional tax on an early distribution from a qualified retirement plan, including an IRA.
Learn more
2016 Publication 575
Jan 4, 2017 Distributions from a nonqualified retire- ment plan are included in net investment income. See. Form 8960, Net Investment Income Tax -
Learn more
Instructions Fidelity Investments Distribution Form
You must indicate a reason for distribution. Federal tax law and your retirement plan allow distributions only for certain events. Please note the appropriate
Learn more