Form 5329 at a glance
| Official title | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
| Issued by | Internal Revenue Service (IRS) |
| Edition | 2025 |
| Pages | 3 |
| Fillable fields | 75: 73 text fields, 2 checkboxes |
| OMB number | 1545-0074 |
| Official PDF | f5329.pdf on irs.gov |
| Form page | irs.gov/forms-pubs/about-form-5329 |
| Cost with FillWise | 1 fill |
Counted on Oct 11, 2026 from the official PDF, with the same engine FillWise fills it with.
What is in Form 5329
| Part | What it covers | Pages | Fields |
| Top of form | Name of individual subject to additional tax, Your social security number, Fill in Your Address Only | 1 | 9 |
| Part I | Additional Tax on Early Distributions | 1 | 5 |
| Part II | Additional Tax on Certain Distributions From Education Accounts and ABLE Accounts | 1 | 4 |
| Part III | Additional Tax on Excess Contributions to Traditional IRAs | 1 | 9 |
| Part IV | Additional Tax on Excess Contributions to Roth IRAs | 1 | 8 |
| Part V | Additional Tax on Excess Contributions to Coverdell ESAs | 2 | 8 |
| Part VI | Additional Tax on Excess Contributions to Archer MSAs | 2 | 8 |
| Part VII | Additional Tax on Excess Contributions to Health Savings Accounts (HSAs) | 2 | 8 |
| Part VIII | Additional Tax on Excess Contributions to an ABLE Account | 2 | 2 |
| Part IX | Additional Tax on Excess Accumulation in Qualified Retirement Plans (Including IRAs) | 3 | 14 |
Fields to watch on Form 5329
- 3 boxes with a fixed number of characters, such as Your social security number (11), Firm’s EIN (10). Long numbers are split across them, so check the digits.
How to fill Form 5329 with FillWise
- Open the official PDF from irs.gov in Chrome.
- In the FillWise side panel, paste your notes (for Form 5329: additional tax on early distributions, additional tax on certain distributions from education accounts and ABLE accounts, additional tax on excess contributions to traditional IRAs) or attach a photo of a document, and press Fill form.
- Check all 3 pages of the downloaded PDF before anyone signs.
Without the extension: Fill a PDF in your account.
How FillWise handles Form 5329
FillWise fills this form the regular way: the AI reads each field's printed caption, its tooltip and its options, and answers from your notes.
It also carries Adobe XFA data; FillWise fills the regular fields and drops the XFA part, so the result opens in any reader.
What to check before you file
- The edition. Agencies replace their forms with new editions. This page describes the 2025 edition; check that your copy is still the current one on irs.gov/forms-pubs/about-form-5329.
- The address at the top is only for a Form 5329 filed by itself, without your tax return. Each part's tax is computed from its own lines: FillWise writes the amounts from your notes but does not do the math.
- Names and numbers character by character; signatures, fees and supporting documents stay with you.
Filling Form 5329 for many people
Bulk fill in your FillWise account takes Form 5329 and a CSV or Excel sheet with one person per row. It fills the first one and stops so you can check the result, then fills the rest and hands back one zip. Each copy costs 1 fill, the same as filling it on its own. How it works step by step: bulk PDF form filling guide.
Cost
Form 5329 has 3 pages, so filling it costs 1 fill: FillWise charges a PDF fill by the pages it fills, one fill per started 5 pages. The free plan starts with 20 fills and then tops back up to 5 fills a week, no card required. Paid plans are on the pricing page.
Privacy
The PDF is filled in your browser; only its field list and your data go to our server for the AI, and nothing is stored. Details: privacy and security.