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Templates
Government forms
Form 5329 - Jan 2022

Government forms

Form 5329 - Jan 2022

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Originally published by: irs.gov

Used 10 times

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Large thumbnail of Form 5329 - Jan 2022

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Frequently asked questions

Form 5329 Accessible is used by taxpayers who owe additional taxes on qualified plans (including IRAs) and other tax-favored accounts. The form must be filled out accurately and completely, including information on the type of account, the amount of the distribution, and the reason for the tax. The form must be submitted to the Internal Revenue Service for processing.
Taxpayers who owe additional taxes on qualified plans (including IRAs) and other tax-favored accounts
The completed Form 5329 must be attached to o Form 1040, 1040-SR, or 1040-NR and filed with IRS.

Used 10 times