2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 5329 used for?
Form 5329 is used by individuals to report additional taxes on IRAs and other qualified retirement plans. It is necessary for those who have taken early distributions, made excess contributions, or failed to take required minimum distributions, to report and calculate any additional taxes owed to the IRS.
Who needs to fill out a 5329 form
Individuals who have taken early distributions, made excess contributions, or failed to take required minimum distributions from retirement accounts.
How to fill out a 5329 online?
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Frequently Asked Questions
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It is used to report additional taxes on IRAs and other qualified retirement accounts, including penalties for early distributions, excess contributions, and missed required minimum distributions.
Individuals who have taken early distributions, made excess contributions, or failed to take required minimum distributions from retirement accounts must file this form.
The form is generally due with your federal income tax return for the year in which the taxable event occurred.
