Form 5329 - Additional Taxes On Qualified Plans (Including Iras) And Other Tax-Favored Accounts - 2013

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5329
Additional Taxes on Qualified Plans
OMB No. 1545-0074
Form
(Including IRAs) and Other Tax-Favored Accounts
2013
Attach to Form 1040 or Form 1040NR.
▶
Department of the Treasury
Attachment
29
Information about Form 5329 and its separate instructions is at
Internal Revenue Service (99)
Sequence No.
▶
Name of individual subject to additional tax. If married filing jointly, see instructions.
Your social security number
Home address (number and street), or P.O. box if mail is not delivered to your home
Apt. no.
Fill in Your Address Only
City, town or post office, state, and ZIP code. If you have a foreign address, also complete
If You Are Filing This
the spaces below (see instructions).
If this is an amended
Form by Itself and Not
return, check here
With Your Tax Return
▶
Foreign country name
Foreign province/state/county
Foreign postal code
If you only owe the additional 10% tax on early distributions, you may be able to report this tax directly on Form 1040, line 58, or
Form 1040NR, line 56, without filing Form 5329. See the instructions for Form 1040, line 58, or for Form 1040NR, line 56.
Part I
Additional Tax on Early Distributions
Complete this part if you took a taxable distribution before you reached age 59½ from a qualified retirement plan (including an
IRA) or modified endowment contract (unless you are reporting this tax directly on Form 1040 or Form 1040NR—see above). You
may also have to complete this part to indicate that you qualify for an exception to the additional tax on early distributions or for
certain Roth IRA distributions (see instructions).
1
1
Early distributions included in income. For Roth IRA distributions, see instructions .
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2
Early distributions included on line 1 that are not subject to the additional tax (see instructions).
Enter the appropriate exception number from the instructions:
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2
3
Amount subject to additional tax. Subtract line 2 from line 1 .
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3
4
Additional tax. Enter 10% (.10) of line 3. Include this amount on Form 1040, line 58, or Form 1040NR, line 56
4
Caution: If any part of the amount on line 3 was a distribution from a SIMPLE IRA, you may have
to include 25% of that amount on line 4 instead of 10% (see instructions).
Part II
Additional Tax on Certain Distributions From Education Accounts
Complete this part if you included an amount in income, on Form 1040 or Form 1040NR, line 21, from a Coverdell
education savings account (ESA) or a qualified tuition program (QTP).
5
Distributions included in income from Coverdell ESAs and QTPs .
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5
6
6
Distributions included on line 5 that are not subject to the additional tax (see instructions)
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7
7
Amount subject to additional tax. Subtract line 6 from line 5 .
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8
Additional tax. Enter 10% (.10) of line 7. Include this amount on Form 1040, line 58, or Form 1040NR, line 56
8
Part III
Additional Tax on Excess Contributions to Traditional IRAs
Complete this part if you contributed more to your traditional IRAs for 2013 than is allowable or you had an amount on line
17 of your 2012 Form 5329.
9
9
Enter your excess contributions from line 16 of your 2012 Form 5329 (see instructions). If zero, go to line 15
10
If your traditional IRA contributions for 2013 are less than your
maximum allowable contribution, see instructions. Otherwise, enter -0-
10
11
2013 traditional IRA distributions included in income (see instructions) .
11
12
2013 distributions of prior year excess contributions (see instructions) .
12
13
13
Add lines 10, 11, and 12 .
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14
14
Prior year excess contributions. Subtract line 13 from line 9. If zero or less, enter -0- .
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15
Excess contributions for 2013 (see instructions) .
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15
16
Total excess contributions. Add lines 14 and 15 .
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16
17
Additional tax. Enter 6% (.06) of the smaller of line 16 or the value of your traditional IRAs on December 31, 2013
(including 2013 contributions made in 2014). Include this amount on Form 1040, line 58, or Form 1040NR, line 56 .
17
Part IV
Additional Tax on Excess Contributions to Roth IRAs
Complete this part if you contributed more to your Roth IRAs for 2013 than is allowable or you had an amount on line 25 of your 2012 Form 5329.
18
Enter your excess contributions from line 24 of your 2012 Form 5329 (see instructions). If zero, go to line 23
18
19
If your Roth IRA contributions for 2013 are less than your maximum
allowable contribution, see instructions. Otherwise, enter -0- .
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19
20
20
2013 distributions from your Roth IRAs (see instructions) .
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21
Add lines 19 and 20
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21
22
Prior year excess contributions. Subtract line 21 from line 18. If zero or less, enter -0- .
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22
23
Excess contributions for 2013 (see instructions) .
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23
24
Total excess contributions. Add lines 22 and 23 .
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24
25
Additional tax. Enter 6% (.06) of the smaller of line 24 or the value of your Roth IRAs on December 31, 2013
(including 2013 contributions made in 2014). Include this amount on Form 1040, line 58, or Form 1040NR, line 56
25
5329
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions.
Form
(2013)
Cat. No. 13329Q

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