Federal Tax Form 5329 - Add. Taxes on Qualified Retirement Plans

Tax Form 5329 is used to report additional taxes on:

You must file Form 5329 if any of the following apply (except you do not have to file Form 5329 to report a qualified hurricane distribution):

You received an early distribution from a Roth IRA, the amount on Form 8606, line 23, is more than zero, and you are required to enter an amount that is more than zero on Form 5329, line 1
You received an early distribution from a qualified retirement plan (other than a Roth IRA) and the distribution code 1 is not shown in box 7 of Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
You meet an exception to the tax on early distributions and distribution code 1 is shown in box 7 of Form 1099-R
You meet an exception to the tax on early distributions from the list that begins on page 2 but box 7 of your Form 1099-R does not indicate an exception or the exception does not apply to the entire distribution
You received taxable distributions from Coverdell ESAs or QTPs.
The contributions for 2005 to your Traditional IRAs, Roth IRAs, Coverdell ESAs, Archer MSAs, or HSAs exceed your maximum contribution limit, or you had a tax due from an excess contribution on line 17, 25, 33, 41, or 43 of your 2004 Form 5329
You did not receive the minimum required distribution from your qualified retirement plan

Form name	Instructions	Form
2007 Federal Tax Form 5329 - Add. Taxes on Qualified Retirement Plans
2006 Federal Tax Form 5329 - Add. Taxes on Qualified Retirement Plans	-
2005 Federal Tax Form 5329 - Add. Taxes on Qualified Retirement Plans	-

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