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 …

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 …

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 …

2025年1月5日 · Form 5329 is a tax form used by taxpayers in the United States to report additional taxes on certain retirement accounts, including individual retirement accounts …

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 …

2025年3月14日 · IRS Form 5329 must be filed by taxpayers who may owe a penalty for breaking the rules regarding tax-advantaged retirement, education, and health savings accounts.

2025年2月2日 · Form 5329 is used to report additional taxes on certain retirement accounts and other qualified plans. Filing this form independently of a tax return can be crucial for …

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.