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ABMurvin
Feb 25, 2007, 09:15 PM
I am 25 years old and in 2004 I "retired" from a job where I was a part of an ESOP. Can anyone tell me which form I need to complete in order to pay the uncollected taxes and the early withdrawal penalty on this income? Thank you in advance for your help.

AtlantaTaxExpert
Feb 26, 2007, 11:22 AM
The forms are Form 1040 and 5329.

Was the ESOP part of your company's 401K plan?

ABMurvin
Mar 1, 2007, 09:00 AM
At the time of my retirement I was no participating in my company's 401k plan. I see that you are in Atlanta, so if it helps any the company in question is Publix.

AtlantaTaxExpert
Mar 1, 2007, 09:07 AM
I have a client who is a Publix employee, and her ESOP was NOT part of the 401K.

Suggest you double check that.