When will the form 5329-T be available

mwanthony · ‎January 23, 2024

xmasbaby0 · ‎January 23, 2024

Many federal and state forms are not yet available. Check here for form availability. The dates are subject to change.

No hurry to e-file since the IRS will not begin to accept/reject 2023 e-files until January 29. And….a state return cannot be accepted until after the IRS accepts your federal return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

rjs · ‎January 23, 2024

Form 5329 is tentatively expected to be available this Thursday, January 25 (not necessarily first thing in the morning). Although it's only two days away, that date could still change.

(The -T after the form number means it's for the Taxpayer. On a joint return there would be a separate Form 5329-S for the Spouse. The 5329-T and 5329-S are two copies of the same form.)

The Tax form availability tool that xmasbaby0 referred you to will show a tentative availability date of January 24. But TurboTax normally releases updates on Thursdays, not Wednesdays. That's why I said January 25.