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For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

About Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

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


Current Products

Form 5329

Instructions for Form 5329 (HTML)


Recent Developments

None at this time


Other Items You May Find Useful

All Form 5329 Revisions

Publication 560, Retirement Plans for Small Business

Publication 575, Pension and Annuity Income

Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)

Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)

Publication 970, Tax Benefits for Education

Other Current Products


Comment on Form 5329

Use the Comment on Tax Forms and Publications web form to provide feedback on the content of this product. Although we cannot respond individually to each comment, we do appreciate your feedback and will consider all comments submitted.

CAUTION: We cannot respond to tax-related questions submitted using this page. Instead, please see our Tax Law Questions page.