DanielV01
Expert Alumni

Get your taxes done using TurboTax

Form 5329 (the S stands for the Spouse's Form 5329) is used to determine the penalty for early distributions on a retirement account or when you overcontribute to a retirement account (or an HSA).  For this form, you will need TurboTax Deluxe or above if you are using the online software, and any desktop software may access this form.

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