Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs. Current revision Form 5329 PDF Instructions for Form 5329 (Print version PDF) Recent developments Changes to the 2022 Instructions for Form 5329 -- 08-AUG-2023 Other items you may find useful All Form 5329 revisions About Publication 560, Retirement Plans for Small Business About Publication 575, Pension and Annuity Income About Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) About Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) About Publication 970, Tax Benefits for Education Other current products Related items About Form 1040, U.S. Individual Income Tax Return About Form 1040-A, U.S. Individual Income Tax Return About Form 1040-NR, U.S. Nonresident Alien Income Tax Return About Form 1040-X, Amended U.S. Individual Income Tax Return About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. About Form 8853, Archer MSAs and Long-Term Care Insurance Contracts About Form 8889, Health Savings Accounts (HSAs)
