Federal Fillable IRS Forms
(2010–2025 + Current Year)

Form 5329 (2020) Instructions explained in a corrected checklist: filing triggers, early distributions, disaster relief, excess contributions, and RMD waiver

Use this corrected checklist for Form 5329 (2019) Instructions to report early distributions, excess contributions, and missed RMD taxes accurately.

Accurate retirement tax guide: Form 5329 (2018) Instructions for early distributions, excess contributions, and missed RMD penalties.

Form 5329 (2017) Instructions checklist covering early distributions, IRA excess contributions, RMD shortfalls, and correct 2017 filing steps.

Accurate Form 5329 (2016) Instructions checklist for early distributions, excess IRA contributions, and missed RMD taxes—avoid NIIT mix-ups.

Use this checklist-style guide to Form 5329 (2015) Instructions for early distributions, education accounts, excess contributions, and RMD taxes.

Use Form 5329 (2014) Instructions to verify early distributions, excess IRA contributions, and 2014 RMD shortfalls accurately and clearly.

Use this checklist to complete Form 5329 (2013) Instructions correctly, claim exceptions, and calculate early distribution tax with confidence.

Form 5329 (2012) Instructions: learn who must file, how to claim exceptions, calculate penalties, and report additional taxes correctly.

Form 5329 (2011) Instructions explained: who must file, 10% early distribution tax, 6% excess contributions, and 50% RMD shortfall rules.

Use this corrected checklist for Form 5329 (2010) Instructions to handle early distributions, excess IRA contributions, and missed RMD taxes correctly.

Form 5329 (2024) checklist to report early distributions, missed RMD excise tax, and excess IRA, HSA, Coverdell, and ABLE contributions.

Form 5329 (2020) checklist for early withdrawals, excess contributions, and the 2020 RMD waiver—clear steps to file accurately and avoid penalties.

Form 5329 (2019) checklist covering who must file, how to complete Part I for early distributions, SIMPLE IRA 25% rule, and filing options.

Accurate Form 5329 (2018) checklist for early distributions, exceptions, and excess contributions—what to file, where to report, and what to keep.