3805p 2026

1. Click ‘Get Form’ to open the 3805p in the editor.
2. Begin by entering your personal information at the top of the form, including your first name, last name, and social security number.
3. Indicate if this is an amended return by checking the appropriate box.
4. In Part I, report any early distributions included in your gross income. Enter the total amount on line 1.
5. For line 2, list any distributions that are exempt from additional tax based on provided exceptions.
6. Calculate the amount subject to additional tax by subtracting line 2 from line 1 and enter it on line 3.
7. Multiply the amount on line 3 by the applicable tax rate (2.5% or 6%) and enter this on line 4.
8. Complete Parts II and III if applicable, following similar steps for reporting distributions from Education IRAs and Medical Savings Accounts.
9. Finally, sign and date the form before submitting it as instructed.

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