Form 5329-2025

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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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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.
Tip: Get faster service: Online at .irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance.
Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.
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.
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.
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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.
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).
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.

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