Form 5329 2017-2025

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Form 5329 is a tax form used to report additional taxes on qualified plans, including IRAs and other tax-favored accounts for the year 2017. It includes sections for calculating additional taxes on early distributions, excess contributions to various retirement accounts, and failure to take minimum required distributions. Taxpayers must complete relevant parts based on their specific situations and attach this form to their Form 1040 or Form 1040NR.

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Versions	Form popularity	Fillable & printable
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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Where do I get form 5329 from?

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website.

What is a reasonable cause for 5329?

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.

What is the form 5329 for tax year 2017?

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.

Who fills out form 5329?

Calculating additional taxes Form 5329 is the tax form used to calculate possibly IRS penalties from the situations listed above and possibly request a penalty waiver. Form 5329 applies to each individual that might owe a penalty, so for married couples filing jointly, each spouse must complete their own form.

What is the purpose of the IRS form 5329?

Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

where to find form 5329

Form 5329 2017 pdf 2018 Form 5329 Form 5329 2017 instructions IRS Form 5329 Form 5329 2017 pdf download Form 5329 2017 download Form 5329 PDF How to fill out form 5329 2017

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Who needs to fill out form 5329?

Some common scenarios that may require the filing of Form 5329 include: Early withdrawals. If an individual takes money out of a qualified retirement plan or IRA before docHubing the age of 59, they may be subject to early withdrawal penalties. Form 5329 is used to calculate and report these penalties.

How do I find form 5329 on TurboTax?

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.

Form 5329 2017-2025

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