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Level 1
posted Apr 24, 2024 9:57:45 AM

Form 5329

I need to file  5329’s for 2021, 2022, and 2023.   I understand I cannot e-file these forms.  When sending them in, can they be mailed by themselves or does the entire tax return need to be sent in also. 

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1 Replies
Employee Tax Expert
Apr 24, 2024 10:50:33 AM

5329 Forms are stand alone forms because you are able to sign the form. You only need to send the form, not the entire return.