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Dec 30, 2015 ... see Pub. 907, Tax Highlights for. Persons with Disabilities. Purpose of Form. Use Form 5329 to report additional taxes on: IRAs, Other qualified ...

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What is instructions for form 5329?

Form 5329 is used to report additional taxes on individual retirement arrangements (IRAs) and other qualified retirement plans.

Who is required to file instructions for form 5329?

Anyone who has additional tax liabilities related to IRAs or qualified retirement plans is required to file Form 5329.

How to fill out instructions for form 5329?

Instructions for Form 5329 can be filled out by providing the required information such as the type of retirement plan, distribution amounts, and any applicable penalty calculations.

What is the purpose of instructions for form 5329?

The purpose of Form 5329 is to calculate and report any additional taxes owed on retirement plan distributions that do not qualify for an exemption.

What information must be reported on instructions for form 5329?

Information such as distribution amounts, early withdrawal penalties, and any exemptions claimed must be reported on Form 5329.

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