Complete this part if you took a taxable distribution (other than a qualified disaster distribution) before you reached age 591⁄2 from a qualified retirement plan (including an IRA) or modified …

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 …

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

2025年2月3日 · Form 5329, officially titled “Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts,” is used by taxpayers to report and calculate penalty taxes …

2025年1月29日 · Learn the correct process for mailing Form 5329 and waiver requests, ensuring compliance and proper delivery without errors. Filing Form 5329, which addresses additional …

2025年2月16日 · For desktop version: You can efile. Enter the forms mode and click on open form. Type in 5329. Choose 5329-T for the taxpayer (first person listed on your tax return), or …

If your Form 1099-R distribution was for any of the reasons listed below, it is generally exempt from additional penalties for an early withdrawal. If any of the exceptions apply, you may enter …

Download or print the 2024 Federal Form 5329 (Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts) for FREE from the Federal Internal Revenue Service. …

In this article, you'll find answers to frequently asked questions on Retirement Plan Taxes (Form 5329). Beginning with distributions made after December 31, 2023, two new exceptions have …

2025年3月14日 · Form 5329 reports a taxpayer's use of a tax-advantaged savings plan that is subject to an IRS penalty. The form is filled out and submitted by the taxpayer with an annual …