Form 5329
IRS title: “Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts”.
2 records in this family: 1 Form row, 1 Instruction row, 0 other-language rows. Every link below goes to the IRS’s own PDF for that record.
Form
| Record id | Product number | Title | Revision date | Posted date | Language / edition | IRS copy |
|---|---|---|---|---|---|---|
| Form 5329 | Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2025 | 12/01/2025 | English | Open the IRS copy |
Instructions
| Record id | Product number | Title | Revision date | Posted date | Language / edition | IRS copy |
|---|---|---|---|---|---|---|
| Instruction 5329 | Instruction 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2025 | 12/04/2025 | English | Open the IRS copy |
Source: IRS listing, retrieved September 2026. Record ids: Form 5329, Instruction 5329.
Every revision date, posted date, title and PDF link above is copied from the row with that record id in the listing, unchanged.
Full listing: IRS, ‘Forms, instructions and publications’.
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