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2017 Instructions for Form 5329

Userid: CPMS chema: instrxLeadpct: 100%Pt. size: Draft Ok to PrintAH XSL/XMLF ileid: .. ions/I5329/2017/A/XML/Cycle06/source(Ini t. & Date) _____Page 1 of 8 17:48 - 22-Jan-2018 The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before for Form 5329 Additional Taxes on Qualified Plans (Including IRAs)and Other Tax-Favored AccountsDepartment of the TreasuryInternal Revenue ServiceSection references are to the Internal Revenue Code unless otherwise InstructionsWhat s NewThe additional tax on early distributions doesn t apply to qualified disaster distributions. See Form 8915A or Form 8915B, as applicable, for more DevelopmentsFor the latest information about developments related to Form 5329 and its Instructions , such as legislation enacted after they were published, go to of FormUse Form 5329 to report additional taxes on:IRAs,Other qualified retirement plans,Modified endowment contracts,Coverdell ESAs,QTPs,Archer MSAs,HSAs, orABLE Must FileYou must file Form 5329 if any of the following apply, except you don't have to file Form 5329 to report a qualified disaster receiv

instructions for Form 1040 or Form -5-

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Transcription of 2017 Instructions for Form 5329

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