//1ä1ò RETURN FOR ADDITIONAL TAXES ATTRIBUTABLE TOò 1990 * 29ÝFORM 5329ò QUALIFIED RETIREMENT PLANS (INCLUDING IRAs),Ýò ANNUITIES, AND MODIFIED ENDOWMENT CONTRACTS OMB No. 1545-0203Ýò-OÝò :| SSN:ßãC1*ßDãC2*Ýò :|Check box ifßãADDR*Ýò :|amended return >>[ ]ßãCITY*Ýò=OÝPART I - EXCESS CONTRIBUTIONS TAX FOR IRA (SEC 4973)Ýò-OÝ 1. Excess contributions for 1990ò.1.|ßEîáïÝ 2. Earlier excess contrib not eliminatedò.2.|ò |ß6îáïÝ 3. Contribution creditò.3.|ò |ß6îáïÝ 4a. 1990 IRA distrib. incl. in taxable income..4a.|ò |ß6îáïÝ b. 1989 excess contributions withdrawn after |ò |Ý due date of 1989 return and 1988 and earlier |ò |Ý excess contributions withdrawn in 1990.....4b.|ò |ß6îáïÝ c. Add lines 3 through 4bò.4c.|ò |ß6îáïÝ 5. Subtract line 4c from line 2, but not less than zeroò.5.|ßEîáïÝ 6. Total excess contributions (add lines 1 and 5)ò. 6.|ßEîáïÝ 7. Tax (enter 6% of line 6 or 6% of value of IRA, whichever |Ý is smaller). Enter here and on Form 1040, line 52ò.7.|ßEîá ïÝò=OÝPART II - TAX ON EARLY DISTRIBUTIONS (SEC. 72)Ýò-OÝ 8. Early distrib. incl. in gross income from: |ò |Ý a. Qualified retirement plans (incl IRAs).....8a.|ò |ß6îá ïÝ b. Annuity contractsò.8b.|ò |ß6îá ïÝ c. Modified endowment contractsò.8c.|ò |ß6îá ïÝ d. Prohibited transactionsò.8d.|ò |ß6îá ïÝ e. Pledging of accounts as securityò. 8e.|ò |ß6îáïÝ f. Cost of collectiblesò.8f.|ò |ß6îáïÝ g. Total distributions (add lines 8a through 8f)ò. 8g.|ßEîáïÝ 9. Exceptions not subject to additional tax: |ò |Ý a. Due to deathò.9a.|ò |ß6îáïÝ b. Due to total and permanent disabilityò.9b.|ò |ß6îáïÝ c. Part of substantial eq. periodic payments..9c.|ò |ß6îáïÝ d. Due to separation from service at age 55...9d.|ò |ß6îáïÝ e. Used to pay medical expensesò.9e.|ò |ß6îáïÝ f. Made to a qual. domestic relations order...9f.|ò |ß6îáïÝ g. Other (specify) [ò ].....9g.|ò |ßîáïß6îáïÝ h. Total distributions (add lines 9a through 9g)ò. 9h.|ßEîáïÝ10. Amount subject to tax (subtract ln 9h from ln 8g)ò.10.|ßEîáïÝ11. Multiply ln 10 by 10%. Enter here and on 1040, ln 52.....11.|ßEîáïÝò=OÝFor Paperwork Reduction Act Notice, see instructionsò Form 5329 (1990)ÝAM Software H838ð//1ä2FORM 5329 (1990)ò 9Page 2Ýò=OÝPART III - TAX ON EXCESS ACCUMULATIONS (SEC. 4974)Ýò-OÝ12. Minimum required distributionsò.12.|ßEîáïÝ13. Amount actually distributed to youò.13.|ßEîáïÝ14. Subtract line 13 from line 12, but not less than zero.....14.|ßEîáïÝ15. Multiply line 14 by 50%. Enter here and on 1040, ln 52...15.|ßEîáïÝò=OÝPART IV - TAX ON EXCESS DISTRIBUTIONS (SEC. 4980A)Ýò-OÝÝNOTE: Lines 16-19c are to be completed for regular distributions onlyÝÝ16. Enter aggregate amt. of reg. retirement distributions.....16.|ßEîá ïÝ17a. Enter threshold amountò.17a.|ò |ß6îá!ïÝ b. Recovery of grandfather amountò. 17b.|ò |ß6îá"ïÝ c. Enter greater of line 17a or 17bò.17c.|ßEîá#ïÝ18. Excess distributions (subtract ln 17c from ln 16)ò.18.|ßEîá$ïÝ19a. Tentative tax (multiply line 18 by 15%)ò.19a.|ßEîá%ïÝ b. Section 72(t) tax offsetò. 19b.|ßEîá&ïÝ c. Tax (subtract ln 19b from 19a). Enter on 1040, ln 52.....19c.|ßEîá'ïÝÝNOTE: Lines 20-23c are to be completed for lump-sum distributions onlyÝÝ20. Enter aggregate amount of lump-sum distributionsò. 20.|ßEîá(ïÝ21a. Enter threshold amountò.21a.|ò |ß6îá)ïÝ b. Recovery of grandfather amountò. 21b.|ò |ß6îá*ïÝ c. Enter greater of line 21a or 21bò.21c.|ßEîá+ïÝ22. Excess distributions (subtract ln 21c from ln 20)ò.22.|ßEîá,ïÝ23a. Tentative tax (multiply line 22 by 15%)ò.23a.|ßEîá-ïÝ b. Section 72(t) tax offsetò. 23b.|ßEîá.ïÝ c. Tax (subtract ln 23b from 23a). Enter on 1040, ln 52.....23c.|ßEîá/ïÝò=OÝACCELERATION ELECTIONSÝÝ 1. Check here >>> [ ] if you elected the discretionary method in 1987 or 1988ßá0Ýò and wish to make an acceleration election under sec. 54.4981A-1Tb-12ÝÝ 2. Check here >>> [ ] if you made an acceleration election in 1987, 1988,ßá1Ýò or 1989 and wish to revoke that election.Ýò=OÝ PLEASE | Under penalty of perjury, I declare that I have examined this formÝò | and attachments and to the best of my knowledge and belief, it isÝ SIGN | true, correct, and complete.Ýò |Ý HERE | ò_. Date ò_Ýò=OÝð//2ä2ôN9053291*ß" XÝÝßF5329ÝÝÝÝÝÝÝßãC1*ßCãC2*ÝÝßãADDR*ÝÝßãCTY*ßãSTATE*ß#ãZIP*ÝÝÝÝÝßEáÝÝß7áÝÝÝß7áÝÝß7áÝÝÝß7áÝÝß7áÝÝßEáÝÝßEáÝÝßEá ÝÝÝÝÝß7á Ýß7á Ýß7á Ýß7á Ýß7áÝß7áÝßEáÝÝÝß7áÝß7áÝß7áÝÝÝß7áÝß7áÝß7áÝßáß7áÝßEáÝßEáÝßEáðä2ôN9053292*ß" XÝÝÝÝÝÝßEáÝÝßEáÝÝßEáÝÝßEáÝÝÝÝßEá ÝÝÝß7á!ÝÝß7á"ÝßEá#ÝÝßEá$ÝÝßEá%ÝÝßEá&ÝÝßEá'ÝÝßEá(ÝÝß7á)ÝÝß7á*ÝßEá+ÝÝßEá,ÝÝßEá-ÝÝßEá.ÝÝßEá/ÝÝÝÝßá0ÝÝÝßá1ÝÝÝÝÝÝÝß?ãP1*ßBãP2*ÝßãP3*ßBãP7*ÝßãP4*ÝßãP5*ß4ãP8*ßBãP6*ðÿÿÿ