Home
|
Accessibility
|
Tax Stats
|
About IRS
|
Careers
|
FOIA
|
The Newsroom
|
Site Map
|
Español
|
Help
Search IRS Site for:
Advanced Search
Search Forms and
Publications for:
Tips for successful searching
Home
>
Instructions
Individuals
Businesses
Charities & Non-Profits
Government Entities
Tax Professionals
Retirement Plans
Compliance & Enforcement
Contact My Local Office
e-file
Forms and Publications
Frequently Asked Questions
Taxpayer Advocate
Where To File
Instructions for Form 5329 (2003)
Additional Taxes on Qualified Plans (Including IRAs)
and Other Tax-Favored Accounts
Section references are to the Internal Revenue Code unless otherwise noted.
2003
Table of Contents
General Instructions
A Change To Note
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 Accumulation in Qualified Retirement Plans (Including IRAs)
Required Distributions
Instructions for Form 5329 - Notices
Paperwork Reduction Act Notice.
Contact Us
|
IRS Privacy Policy