Form 5329 - Hardship Exception

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Form 5329 - Hardship Exception

If you qualify for a hardship exemption related to additional tax on your retirement income, you will need to enter Form 1099-R and Form 5329. See the FAQs Form 1099-R - Entering Distributions from Retirement Plans and Form 5329 - Entering in Program for details.

You can find additional information in the IRS Topic No. 558 Additional Tax on Early Distributions from Retirement Plans Other than IRAs and Retirement Plans FAQs regarding Hardship Distributions webpages.