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

5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
  • Latest Revision
  • Updated: 11/23/2019
  • Successful Requests: 1,036,357
  • Instructions Included: Yes

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

Form 5329 (PDF)

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