Form 5329 (2025): Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 5329 is the IRS form titled “Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.”
Form Details
- Tax Year
- 2025
- Revision
- 2025
- Pages
- 3
- File Size
- 112 KB (PDF)
- Category
- Individual
Who Uses Form 5329
Individual taxpayers, usually with a Form 1040, 1040-SR or 1040-NR return.
Zentavos can prepare and e-file this for you
A tax professional prepares and reviews your federal return — with Form 5329 when your return needs it — and files it electronically with the IRS.
See Tax PrepFrequently Asked Questions
Download the blank Form 5329 PDF from this page. It is the official IRS file, delivered from IRS.gov — Zentavos does not change it. You can also find it on the IRS's page for Form 5329.
Yes. This is the 2025 revision of Form 5329, the version for tax year 2025.
Yes. Zentavos prepares and e-files federal tax returns for individuals and businesses, including the forms and schedules each return needs. If Form 5329 is part of your filing, our team can prepare it with your return — see Tax Prep to get started.
Source: IRS.gov — Form 5329