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Form 5329
  Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Form 5329 is used to calculate taxes on qualified plans and other tax-favored accounts. It is filed in conjunction with Form 1040 or Form 1040NR.

Remember, all IRS forms are in Adobe Acrobat. You will need Acrobat installed to view and print these forms.

To download IRS Form 5329, please select below:

Tax Year Form 5329 Instructions
Tax Year 2010 Download 2010 Form 5329 Instructions for 2010 Form 5329
Tax Year 2009 Download 2009 Form 5329 Instructions for 2009 Form 5329
Tax Year 2008 Download 2008 Form 5329 Instructions for 2008 Form 5329
Tax Year 2007 Download 2007 Form 5329 Instructions for 2007 Form 5329
Tax Year 2006 Download 2006 Form 5329 Instructions for 2006 Form 5329
Tax Year 2005 Download Form 5329 Instructions for Form 5329
Tax Year 2004 Download Form 5329 Instructions for Form 5329
Tax Year 2003 Download Form 5329 Instructions for Form 5329
Tax Year 2002 Download Form 5329 Instructions for Form 5329
Tax Year 2001 Download Form 5329 Instructions for Form 5329
Tax Year 2000 Download Form 5329 Instructions for Form 5329
Tax Year 1999 Download Form 5329 Instructions for Form 5329
Tax Year 1998 Download Form 5329 Instructions for Form 5329
Tax Year 1997 Download Form 5329 Instructions for Form 5329

Tax Year 1996

Download Form 5329 Instructions for Form 5329

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