- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
5329 is the penalty form used to calculate penalties on excess contributions or early withdrawals from IRAs, other retirement plans, health savings accounts, and a few other things. The -T means "taxpayer". (If you are filing married filing jointly, -T means the first named taxpayer and -S means spouse.)
Do you have a situation involving penalties for excess contribution or early withdrawal? Did you have such a situation last year that might require carryover to this year?
‎January 23, 2024
6:41 AM