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

Templates included in the package: 5329, 1040, 1040-SR and other forms
Get forms
Intro decoration

Purchase the Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts forms package to get these templates

Try pdfFiller’s Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts forms package to fill out and send entire document groups simultaneously. Now you have all templates you need available, so you finally can save time on searching and sorting documents. You can also opt out the forms you don't need from the bundle, to cut the costs even more.

Forms from the pdfFiller bundles are carefully picked to match every particular case. You can find packages by category, ensure you get the documents you need, and proceed to the completion procedure. pdfFiller provides you with a robust document editing tool, legally-binding e-signatures, and complies with industry-leading standards for data protection.

To start editing the template, click the Fill Now button. Enter the information in the fillable fields marked as required. Use the Wizard tool so you don’t miss any important sections. It highlights the required fields one after another, cueing the information you should add. Also, take advantage of the field list to make sure that all of them are completed. Repeat the same procedure with each form in the Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts package and send them out simultaneously.

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.
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
George C
2018-10-14
Would like docs from previous subscription to be auto loaded into MyBox.
4
Taufiki J
2019-12-20
Great app. I would've given it FIVE stars but I'm still getting acquainted with the program. Excellent and cost-effective!
4