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Form 5329

  1. Country USA
  2. Language English
  3. Activity Taxes
  4. Department Internal Revenue Service
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Form 5329

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Rev. 2023

Form 5329 instructions for reporting additional taxes on excess contributions to various types of retirement accounts such as IRAs, Coverdell ESAs, Archer MSAs, Health Savings Accounts (HSAs), and ABLE accounts.

Instructions

  • Form 5329 Instructions - Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
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Tax forms

Form 5329 is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.

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