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Form 5329
Hello,
When I first got hired in 2024, I worked for a month and a half and then resigned. After a few months, I received a check from Fidelity for about $500. A few days ago, I received Form 1099R. I found out that I had to pay a $1,000 penalty for early withdrawals, which I had not requested, and because the amount was less than $1,000, it was settled with me. Is that correct? If so, do I also need to fill out Form 5329? If so, how do I get this form?
Topics:
‎January 25, 2025
6:33 PM