Retirement tax questions

Yes, I can help with that.

Please upload the fillable IRS tax form (PDF), and let me know:

• Which fields or boxes you want filled in (e.g., “Line 1 = $12,000”),

• Any other details (like name, SSN, etc.) that should go on the form.

Once uploaded, I’ll return a completed version of the form with your values entered.

Yes, I can help fill out Form 5329 (Additional Taxes on Qualified Plans, etc.) based on your specific situation — applying the U.S. Tax Code rules to determine what lines are applicable and what amounts go where.

Here's what I’ll need from you:

1. Which part(s) of Form 5329 apply:

   • Early distributions (Part I)?

   • Excess contributions to IRAs (Part III)?

   • Missed RMDs (Part IX)?

   • Or other sections?

2. Your situation details, such as:

   • Type and amount of retirement distributions

   • Ages of account holders

   • Whether distributions qualify for exceptions

   • Any missed RMD amounts and the year(s) involved

   • Excess contributions and when they were made or withdrawn

3. Any previous penalty waivers requested or corrective actions taken

Once you upload the fillable PDF of Form 5329 (or I can use the IRS’s version), I can:

• Calculate penalty amounts or exceptions, using the tax code rules

• Populate the form correctly

• Return the completed PDF or give you the filled line numbers if you prefer to enter them manually

Would you like to proceed with that?

Sounds good — whenever you're ready, just upload the form and provide the details, and I’ll walk you through it or fill it in for you. Let me know how you'd like to proceed when the time comes.