form-5329

Draft Form 5329 sections and waiver narratives for missed RMDs and excess contributions.

1|Updated Apr 27, 2026
One-click install
npx skills add https://github.com/jupid-tax/jupid-skills --skill form-5329
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: form-5329
Source: https://github.com/jupid-tax/jupid-skills/tree/main/forms/form-5329
Command: npx skills add https://github.com/jupid-tax/jupid-skills --skill form-5329

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill produces audit-grade drafts of Form 5329 and attendant waiver narratives for missed RMDs and excess contributions, reducing manual drafting time and increasing accuracy.

Core Features & Use Cases

  • Generates Part I, Part IX, and related sections tailored to the user's facts, including waiver attachments when needed.
  • Produces a ready-to-file draft with line-by-line calculations, cross-checks, and validation notes for CP2000-style reviews.
  • Use case: a tax professional or AI agent drafts a Form 5329 for a client with missed RMDs or excess contributions, ensuring compliant, audit-ready output.

Quick Start

Enter the user's tax-year and account type, then load the SKILL.md draft to generate Part I and Part IX for Form 5329.

Frequently Asked Questions about form-5329

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft a Form 5329 for missed RMDs?

You can automate Form 5329 drafting for missed RMDs by entering the tax-year and account type to generate Part I and Part IX with line-by-line checks. This produces a validated, audit-ready draft with optional waiver attachments.

What is the best way to calculate excess contribution penalties on Form 5329?

The best way to calculate excess contribution penalties is to automate Form 5329 drafting with tailored line-by-line cross-checks and validation notes. This generates a compliant, ready-to-attach disclosure for CP2000-style reviews.

Can I generate a waiver narrative for a missed RMD penalty?

Yes, you can generate an optional waiver narrative for a missed RMD penalty. The drafting process produces tailored waiver attachments alongside the validated Form 5329 to support your compliant submission.

Does Form 5329 automation handle both Part I and Part IX sections?

Yes, Form 5329 automation handles both Part I and Part IX sections. It applies tailored calculations and cross-checks across related sections to produce a single ready-to-file, audit-ready draft.

When do I need an audit-ready Form 5329 for CP2000 reviews?

You need an audit-ready Form 5329 for CP2000-style reviews when reporting missed RMDs or excess contributions. It provides line-by-line cross-checks and validation notes ensuring your submission withstands scrutiny.