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2021 Instructions for Form 5329 - IRS tax forms

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.

within 60 days of the withdrawal date; and, if the rollover is to the designated beneficiary's ABLE account, there must have been no rollover to an ABLE account of that beneficiary within the prior 12 months. The IRS may extend the 60-day rollover period for individuals affected by a disaster. An ABLE rollover doesn’t include

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Transcription of 2021 Instructions for Form 5329 - IRS tax forms

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