Irs form 5329 2017-2025

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  1. Click 'Get Form' to open IRS Form 5329 (2017) in the editor.
  2. Begin by entering your social security number and the name of the individual subject to additional tax. If married filing jointly, ensure to follow the specific instructions provided.
  3. Fill in your home address only if you are filing this form by itself. Include city, state, and ZIP code. If applicable, complete foreign address fields.
  4. Proceed to Part I for Additional Tax on Early Distributions. Report early distributions included in income and any exceptions that apply.
  5. Continue through each part of the form, ensuring all relevant sections regarding excess contributions and additional taxes are completed accurately.
  6. Once finished, you can print, download, or share the completed form directly from our platform for free.

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Individuals who fail to take the required minimum distribution (RMD) from their qualified retirement accounts, such as a 401(k) or traditional IRA, may use Form 5329 to report and calculate any associated penalties. Other tax-favored accounts.
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.
Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website.
Use Form 5329 to report additional taxes on: IRAs, Other qualified retirement plans, Modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, HSAs, or ABLE accounts. You must file Form 5329 if any of the following apply, except you dont have to file Form 5329 to report a qualified disaster distribution.
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