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Form 5329 Not Required
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Publication 969 Health Savings Accounts and Other Tax-Favored Health PlansIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
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Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)
Form 5329 not required. You do not have to use Form 5329 if either of the following situations exists.
Forms and Instructions Forms and Instructions
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Relevant Forms
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored AccountsTopic Screen for this Form
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
Related Topic Links
related topicIncome to Include
related topicQualified Plan
related topicRequired Inclusions