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IRS Form 5329 for 2023, used to calculate additional taxes on qualified plans and tax-favored accounts.

IRS Form 5329, Additional Taxes on Qualified Plans and Other Tax-Favored Accounts, for 2023, showing sections for calculating additional taxes on early distributions, certain distributions from education accounts and ABLE accounts, excess contributions to traditional IRAs, and excess contributions to Roth IRAs.

IRS Form 5329, Additional Taxes on Qualified Plans and Other Tax-Favored Accounts, for 2023, showing sections for calculating additional taxes on early distributions, certain distributions from education accounts and ABLE accounts, excess contributions to traditional IRAs, and excess contributions to Roth IRAs.

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