What Is Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts? Form 5329 is an attachment to the federal income tax return that must be filed by taxpayers ...

but don’t send the letter to the IRS. See the Instructions for Form 5329 for more information about the procedure. Also, this is a good time to remember that you have until April 1 of the year ...

Prepare and file Form 5329 for each year in which there was a ... File this package with a cover letter listing what is being filed. If the IRS accepts the excuse as a reasonable error, you ...

What Is Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts? Form 5329 is an attachment to the federal income tax return that must be filed by taxpayers ...