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IRS.gov Website
Form 5329 Not Required
Forms
Publications
Forms and Instructions
Relevant Forms
Form 5329
Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Publications
Related Publications
Publication 969
Health Savings Accounts and Other Tax-Favored Health Plans
Links Inside Publications
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.
Related Topic Links
Accountable Plan Rules Not Met
Accountable Plans
Accounting for Your Income
Income to Include
Qualified Plan
Required Inclusions