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


Recent Developments

None at this time


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


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.