Irs form 5329 2017-2025

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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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