@jhrob wrote:
Since I filed my 2019 tax return without a 2019 5329, can I file it (2019 5329)with my 2020 tax return I am completing now?
Or must I provide a copy of my previously filed 2019 along with the 2019 5329.?
If you are requesting a wiavor of the penalty (as you should), do not include a 2019 form with your 2020 tax return - the IRS will either discard it or send it back to you.
Simply sign the 2019 5329 and mail it separately to the same IRS address that a 1040 would be mailed to - I would mail it with a tracking service (or certified mail with return receipt) to verify receipt because the IRS does not acknowledge a 5329 other than to tell you the request was denied (very rare).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
