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File Form 5329 with your 2022 Form 1040, 1040-SR, or 1040-NR by the due date, including extensions, of your tax return. If you don’t have to file a 2022 income tax return, complete and file Form 5329 by itself at the time and place you would be required to file Form 1040, 1040-SR, or 1040-NR.
Department of the Treasury Internal Revenue Service. Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form5329 for instructions and the latest information.
Part I. Additional Tax on Early Distributions. Complete this part if you took a taxable distribution before you reached age 591⁄2 from a qualified retirement plan (including an IRA) or modified endowment contract (unless you are reporting this tax directly on Form 1040 or Form 1040NR—see above).
This document contains official instructions for IRS Form 5329 , Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury.
25 Απρ 2024 · Form 5329 health savings account considerations. •. Can you file Form 5329 by itself? •. How to stay up to date on retirement tax changes. What is Form 5329? The IRS uses this tax form to report additional taxes on qualified retirement plans, including individual retirement Accounts (IRAs) and other tax-favored accounts.
14 Αυγ 2024 · Instructions. Comments. fillable forms. If you’ve incurred additional taxes in your individual retirement account or one of your other tax-favored accounts, the IRS may require you or your tax professional to complete IRS Form 5329 to accompany your federal income tax return.
6 Απρ 2024 · 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 Form 1040 or...
