Form 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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