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Form 4421 Oceanside California: What You Should Know

The Form 5329 or Form 5329A has three sections: Section 1. Description of the Qualified Retirement Plan Section 2. Qualifying Exempted Contributions Section 3. Qualifying Eligible Individual Contributions The first section has the description of the plan and a list of taxable participants. Each participant on Form 5329A will be considered taxable. The second section contains a list of qualified plan “Exemptions” to which the excess amounts may be contributed to the plan. Each eligible individual on Form 5329A who contributes amounts exceeding the amount allowed to the plan is a contribution to the plan (assuming the plan was qualified.) The third section contains information and is used to calculate tax on excess contributions. For purposes of filing the application, the total amount contributed by any participant (whether taxable or not) on an individual Form 5329A should be equal to the taxpayer's own contribution to the plan (see the definitions of qualified and excess) Taxpayers who are subject to the additional income tax will generally be required to pay the excess contribution tax. As such this Form 5329A is considered to be an “additional taxes due form.” The filing requirements may vary depending on the terms of the contract with the IRA custodian or the plan trustee. The Green Bay, WI Accounting firm recommends that you contact the IRA and IRS for information. If the information presented is incorrect or incomplete, you should also report it to the Wisconsin Department of Revenue: If you need additional help in preparing your Form 5329 please call. Our attorneys will be glad to answer your questions or provide advice that will help you file Your taxes from the Qualified Plan: Form 5329.

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