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5329 - Additional Taxes on Qualified Plans

What is the form used for? :

  • Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

Is the form Supported in our program? Yes

How to access the form: To access the form, you will need to open a 1040 return on the online/desktop and then go to Add Form/Display and type 5329.

Limits to the form: This form cannot be copied.

IRS Publication: https://www.irs.gov/forms-pubs/about-form-5329

 

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