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IRS.gov Website
Instructions for Form 5329
For use in Preparing 2012 Returns
General Instructions
Future Developments
What's New
Purpose of Form
Who Must File
When and Where To File
Definitions
Additional Information
Specific Instructions
Part I—Additional Tax on Early Distributions
Line 1
Line 2
Line 4
Part II—Additional Tax on Certain Distributions From Education Accounts
Line 6
Part III—Additional Tax on Excess Contributions to Traditional IRAs
Line 9
Line 10
Line 11
Line 12
Line 15
Part IV—Additional Tax on Excess Contributions to Roth IRAs
Line 18
Line 19
Line 20
Line 23
Part V—Additional Tax on Excess Contributions to Coverdell ESAs
Line 26
Line 27
Line 28
Line 31
Part VI—Additional Tax on Excess Contributions to Archer MSAs
Line 34
Line 35
Line 39
Part VII—Additional Tax on Excess Contributions to Health Savings Accounts (HSAs)
Line 43
Line 47
Part VIII—Additional Tax on Excess Accumulation in Qualified Retirement Plans (Including IRAs)
Required Distributions
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