IRS Form 5129 PDF Details

Untangling the complexities of tax filing can often feel like navigating through a dense forest without a map. Enter IRS Form 5129, a beacon of clarity for taxpayers during tax season. Revised in December 2007, this form, officially titled "Questionnaire—Filing Status, Exemptions, and Standard Deduction," serves a crucial role in ensuring the accuracy and completeness of one’s tax return. It meticulously gathers taxpayer data, including names, social security numbers, and addresses, mirroring the information found on the taxpayer's return. More significantly, it guides individuals through a series of detailed inquiries designed to ascertain the correct filing status—be it single, married filing jointly, married filing separately, head of household, or qualifying widow(er) with a dependent child. Furthermore, it steers taxpayers in determining their eligibility for exemptions and the standard deduction by scrutinizing their dependents’ details and any qualifying criteria for exemptions and deductions. The form is thorough in its approach, asking about living arrangements, the taxpayer’s and spouse's age and sight condition, and dependents’ qualifications for child tax credits, thereby touching on most aspects that influence one's tax obligations. A carefully completed Form 5129 can illuminate the path to a properly filed tax return, ensuring taxpayers claim what's rightfully theirs while adhering to IRS rules and regulations.

QuestionAnswer
Form Name IRS Form 5129
Form Length 1 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 15 sec
Other names TreasuryInternal, 27391O, Exemptions, irs form pdf 5129 printable

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Form 5129

(Rev. December 2007)

Questionnaire—Filing Status, Exemptions, and Standard Deduction

Section I. Taxpayer Data

1. Name(s) and address (exactly as shown on your income tax return)

2. Social Security Number

3. Tax Form Number

4. Spouse’s Social Security Number

5. Tax Year Ending

Section II. Filing Status and Standard Deduction

Please check the appropriate box and answer the corresponding question(s) to show how you intended to file your tax return.

1.

2.

3.

4.

Single

Married filing joint return

Married filing separate return

a.Did your spouse file a tax return for the tax year in Section I above? . . . . . . .

b.Please enter your spouse’s Social Security Number in Section I above and print your spouse’s name here as it appeared on that return

c.Did you and your spouse live together at any time during the last 6 months of

the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Head of Household (with qualifying dependent)

Yes No Unknown

Yes No

5.

(During the tax year, you provided more than half the cost of maintaining a household for a qualifying dependent.)

a.If the qualifying person is your child, but is being claimed by the other parent, enter this child’s name here: . . . . . . . . . . . . . . . . . . . . . . . . . .

b.At the end of the tax year in Section I, above, you were:

Unmarried

Widowed

Legally Separated

Married to a Nonresident Alien

You claimed your married child, grandchild, great-grandchild, etc., to include stepchild or adopted child who qualifies as your dependent.

You claimed your married child, grandchild, great-grandchild, etc., adopted child, or stepchild who is not claimed as a dependent, due to your divorce or separation from the other parent who is claiming the child as a dependent.

You claimed your foster child who is qualified as your dependent. You claimed any other relative who is qualified as your dependent.

c.The household mentioned in Item 4a, above, was:

Your household.

The home you maintained for your parent who can be claimed as your dependent.

d.Did you and your spouse live together at any time during the last 6

months of the tax year?

. . . . . . .

Yes

No

Qualifying widow(er) with dependent child

What year did your spouse die?

Section Ill. Exemptions for Dependents and Standard Deduction

Please give complete information below for each person you claimed as a dependent on your return for the tax year shown in Section 1.

The names and Social Security Numbers you provide below must be written as they appear on the Social Security Card(s) issued by the Social Security Administration. If you need additional space or have made changes to any of these items, please use the back of this form to continue and/or explain your entries.

1. First and Last Name

2. Social Security Number

3.Dependent’s Relationship to You

4.Check box if dependent qualifies for Child Tax Credit

5.Were you 65 or over at the end of the tax year shown in Section I, above? . . . . . . . . . . . . .

6.Were you blind at the end of the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7.Was your spouse 65 or older at the end of the tax year? . . . . . . . . . . . . . . . . . . . . .

8.Was your spouse blind at the end of the tax year? . . . . . . . . . . . . . . . . . . . . . . . .

9.Did you intend to claim an exemption for your spouse? . . . . . . . . . . . . . . . . . . . . . .

10.Did your spouse have any gross income for the tax year? . . . . . . . . . . . . . . . . . . . . .

11.Can you be claimed as a dependent on another person’s return for the tax year? . . . . . . . . . .

12.Can your spouse be claimed as a dependent on another person’s return for the tax year? . . . . . .

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

No

No

No

Sign here

(if filing jointly, both must sign)

Under penalties of perjury, I declare that I have examined this statement and to the best of my knowledge and belief, it is true, correct, and complete.

Your Signature

Spouse’s Signature

Date

 

 

 

Form 5129 (Rev. 12-2007)

Cat. No. 27391O

Department of the Treasury–Internal Revenue Service

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1. The f5129 form usually requires certain information to be typed in. Be sure the following blank fields are complete:

Step no. 1 in filling out submitting 5129 form

2. The next stage is usually to fill out the following blank fields: You claimed your married child, You claimed your foster child who, c The household mentioned in Item, Your household The home you, d Did you and your spouse live, months of the tax year, No Qualifying widower with, Yes, Section Ill Exemptions for, Please give complete information, First and Last Name, Social Security Number, Dependents, Relationship to You, and Check box if dependent.

Simple tips to prepare submitting 5129 form portion 2

3. Through this part, look at Were you or over at the end of, Yes, Yes, Yes, Yes, Yes, Under penalties of perjury I, Your Signature, Spouses Signature, Date, Sign here, if filing jointly both must sign, Form Rev, Cat No O, and Department of the TreasuryInternal. These will have to be taken care of with utmost precision.

Simple tips to complete submitting 5129 form part 3

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