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Form 5329 online WV: What You Should Know

Form 5329: Tax Filing Requirements for IRAs, Estates and Trusts, and Other Tax-Favored Accounts April 28, 2025 — It's time to file. Here's what you need to make sure you get your tax return done by. Form 5329: Additional Taxes on Qualified Retirement Plans (EZRA) and Other Tax-Favored Accounts June 2, 2025 — New Form 5329 for 2025 filing requirements. Form 5329: IRS Form 3346 or 3341 August 15, 2025 — Form 3346, Statement of Election or Statement of Filed Return for Fiduciaries to File Fiduciaries to File With Form 1511, IRS Form 3346. Form 3346 or 3341. Notice of Application for Return or Filing of Information September 23, 2025 — Form 3346 or 3341, Notice of Filing, for Fiduciaries to File With Form 1511 Form 5329: Additional Taxes on Qualified Retirement Plan (EZRA) and Other Tax-Favored Accounts July 22, 2025 — Form 5329 and 3346 are required for all tax-favored accounts to be filed on a statement of tax liability (Form 3346) and tax returns (Form 3341) for the tax year ending on or before the same date. You cannot file Form 5329 or 3346 if you didn't file Form 1511. If you're a foreign fiduciary, and you haven't filed Form 1511 by then you can still get away with paying taxes on retirement money held in a low-cost 529 plans. Form 5329: Individual Retirement Account (IRA) April 20, 2025 — Individual Retirement Account (IRA), Qualified Plan — IRS Form 5329: Additional Taxes on Qualified Retirement Plans (EZRA) and Other Tax-Favored Accounts April 20, 2025 — If your IRA is in “IRA-A” status, and you are the trustee (or other fiduciary), or if your fiduciary is a corporation, a partnership, a mutual fund, a bank, a trust company or other financial institution, you do not need to file Form 5329 for the taxation year ending on or before April 20, 2017.

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