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

File Form 5329 with your 2024 Form 1040, 1040-SR,1040-NR, or 1041 by the due date, including extensions, of your tax return. If you don’t have to file a 2024 income tax return, complete and …

5329 Department of the Treasury Internal Revenue Service Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Attach to Form 1040, 1040-SR, 1040-NR, …

2025年1月6日 · Certain retirement account transactions require you to fill out an additional form with the IRS. Here's when you might need a Form 5329 and how to complete this document.

2024年4月25日 · Individuals who fail to take the required minimum distribution (RMD) from their qualified retirement accounts, such as a 401(k) or traditional IRA, may use Form 5329 to …

Form 5329 - Exceptions to Early Withdrawal Penalty If your Form 1099-R distribution was for any of the reasons listed below, it is generally exempt from additional penalties for an early …

You can claim an exemption on IRA withdrawals with Form 5329, but how do you know if you're eligible? Get tax answers at H&R Block.

2025年1月16日 · By reading the definitions of ‘qualified retirement plan’ on form 5329, 403b and traditional IRA are qualified plan. So should I enter the RMD amount I took out on January 6 of …

2025年2月8日 · Form 5329 is a specialized tax document required under specific circumstances related to retirement accounts. It is used to report additional taxes on IRAs and other qualified …

2024年9月23日 · If you’ve taken early withdrawals or failed to meet the required minimum distributions, Form 5329 helps you calculate any additional taxes owed. By comprehending …