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OK online Form 5329: What You Should Know

The IRS has a list of forms that may be used with the Notice of Federal Tax Lien (Form 5329) on Roth IRAs at  IRS has a list of forms that may be used with the Notice of Federal Tax Lien (Form 5329) on Roth IRAs Jun 21, 2025 — OK. Form 5329 can help us with some of our tax issues, especially if you have  a Roth IRA and an excess contribution.  Note, this is NOT a way of having a tax shelter for the excess contribution at the top.  But, you could use Form 5329 to get more tax shelters for your excess contribution (as long as the excess contribution is qualified). As long as the excess contribution isn't more than a 2,500 contribution limits (you can have more than 2,500 in excess contributions), I don't see a problem.  I mean, you can use any form you want to do this with, as long as you report the tax shelter separately.  You are on your own on how you do that. Mar 22, 2025 — OK. Form 5329 can let you avoid some “gotcha” questions from tax professionals who ask you a  tax question to see if you carry over a Roth IRA from your plan, to your new IRA.  This is the best way I know of to have an “add on” contribution in a Roth IRA from one year to the next. Here's the rule.

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