About Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

Information about Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, including recent updates, related forms and instructions on how to file. Form 5329 is used by any individual who has established a retirement account, annuity or retirement bond.
General Information
Individuals

Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Use Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.
Forms and Instructions

Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Use Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.
Forms and Instructions

Topic no. 557, Additional tax on early distributions from traditional and Roth IRAs

Topic No. 557 Additional Tax on Early Distributions from Traditional and Roth IRAs
Tax Topics

Topic no. 558, Additional tax on early distributions from retirement plans other than IRAs

When the additional 10% tax on early distributions from retirements plans does and does not apply and how to report it
Tax Topics

About Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans

Information about Publication 969, Health Savings Accounts (HSA) and Other Tax-Favored Health Plans, including recent updates. Publication 969 explains HSAs, medical savings accounts, health flexible spending arrangements, and health reimbursement arrangements.
General Information
Individuals

Fixing common plan mistakes - Failure to timely start minimum distributions

The Fix Is In: Common Plan Mistakes - Failure to Timely Start Minimum Distributions
General Information
Administrators

About Publication 575, Pension and Annuity Income

Information about Publication 575, Pension and Annuity Income, including recent updates.
General Information

Topic no. 451, Individual retirement arrangements (IRAs)

An individual retirement arrangement (IRA) is a tax-favored personal savings arrangement, which allows you to set aside money for retirement. There are several different types of IRAs, including traditional IRAs and Roth IRAs. You can set up an IRA with a bank, insurance company, or other financial institution.
Tax Topics

401(k) resource guide - Plan sponsors - Filing requirements

Forms needed for your plan and dates due.
General Information
Administrators