For the latest information about developments related to Form 5329 and its instructions, such as legislation enacted after they were published, go to IRS.gov/Form5329.

Nov 1, 2025 · Form 5329 is used to report additional taxes on qualified retirement plans. Learn how to avoid penalties for early withdrawals from IRAs, 401 (k)s, and other tax-advantaged …

This article tells you about the purpose and use of IRS Form 5329. It covers how to report early distributions, excess contributions, and calculate taxes on various tax-favored accounts like …

If you're unsure how to fill out Form 5329, our step-by-step guide will help you understand and complete this tax form with ease.

Mar 21, 2025 · 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 …

Apr 25, 2024 · Commonly asked questions about the form and how to complete it. When filing tax returns, it’s important to report all income sources accurately.

Nov 29, 2025 · IRS Form 5329 Instructions for Additional Taxes Learn how to report and calculate additional IRS taxes triggered by compliance issues in your tax-advantaged accounts.

Jul 8, 2025 · The Internal Revenue Service (IRS) has posted an updated draft 2025 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored …

Dec 15, 2025 · In this post, we’ll explore who needs to file IRS Form 5329, what it covers, and how you can simplify the process with step-by-step instructions and a helpful tool like Jotform’s …

Jan 5, 2025 · When filing Form 5329, taxpayers must report any excess contributions to their retirement accounts, even if they have been corrected. The form includes specific sections for …