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Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. You can check the scheduled release date on our website

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How to fill out form 5329 page 1

01

Step 1: Start by obtaining form 5329 page 1 from the Internal Revenue Service (IRS) website or your local tax office.

02

Step 2: Read the instructions provided with the form carefully to understand the purpose and requirements of each section.

03

Step 3: Begin filling out the form by entering your personal information, such as your name, address, and Social Security Number.

04

Step 4: Proceed to the sections relevant to your situation. For example, if you need to report excess contributions to your retirement accounts, locate the corresponding section and provide the necessary details.

05

Step 5: Make sure to include all the required supporting documentation with the form. This may include copies of other tax forms, statements, or receipts.

06

Step 6: Double-check all the information you have entered on the form for accuracy and completeness.

07

Step 7: Once you have completed filling out form 5329 page 1, review it one final time to ensure everything is accurate and nothing has been missed.

08

Step 8: If you are filing your tax return electronically, follow the instructions provided by your tax software to include form 5329 page 1. If you are filing a paper return, attach the completed form to your tax return.

09

Step 9: Keep a copy of the filled-out form and any related documentation for your records.

10

Step 10: Submit your tax return by the designated deadline.

Who needs form 5329 page 1?

01

Individuals who have certain types of retirement accounts or who have made excess contributions to their retirement accounts may need to fill out form 5329 page 1.

02

Taxpayers who have received early distributions from their retirement accounts and want to report and calculate any associated penalties may also need to use this form.

03

It is recommended to consult with a tax professional or refer to the IRS guidelines to determine if you specifically need to fill out form 5329 page 1 based on your individual circumstances.

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