Additional Taxes on Qualified Plans (Including IRAs) and Other...

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5329
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Form5329Additional Taxes on Qualified Plans (Including IRAs) and Other...
1040
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Form1040 U.S. Individual Income Tax Return 2020Filing Status Check only one...
1040-SR
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Form1040SR U.S. Tax Return for SeniorsFiling Status Check only one...
1040-NR
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Form1040NRDepartment of the Treasury Internal Revenue Service GoU.S....

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Forms description

IRS Form 5329 Form 5329, entitled "Additional Taxes on Qualified Retirement Plans (including IRAs) and Other Tax-Favored Accounts," is filed when an individual with a retirement plan or ESA needs to indicate whether they owe the IRS the 10% early-distribution or another penalty.

Form 1040NR is a version of the IRS income tax return that nonresident aliens may have to file if they engaged in business in the United States during the tax year or otherwise earned income from U.S. sources throughout the year.

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

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.
Form 1040 is what individual taxpayers use to file their taxes with the IRS. A filer also needs to report wages, salary, taxable interest, capital gains, pensions, Social Security benefits, and other types of income. Taxpayers may need to file supplemental tax 1040 forms depending on their situation.
Form 1040-SR allows an individual to report income from wages, salaries, tips, and other income sources. The new form requires a senior to be 65 or older by the end of either 2019 or by the end of the tax filing year. Other senior-friendly features include larger font and spaces to fill in information.
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