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IRSExempt Organizations & Benefit Plans (5000 Series)

Official form guide

Form 5129: Questionnaire—Filing Status, Exemptions, and Standard Deduction

Internal Revenue Service Form 5129 is a questionnaire that collects a taxpayer’s filing status, exemptions, and standard deduction information for the tax year shown, including name, address, Social Security Numbers, and dependent details. Rev. December 2007.

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Form Overview

IRS Form 5129 - Questionnaire—Filing Status, Exemptions, and Standard Deduction

Internal Revenue Service Form 5129 is a questionnaire that collects a taxpayer’s filing status, exemptions, and standard deduction information for the tax year shown, including name, address, Social Security Numbers, and dependent details. Rev. December 2007.

Section I gathers the taxpayer’s name, address, Social Security Number, tax form number, spouse’s SSN, and tax year. Section II records the filing status and related spouse questions. Section III collects each dependent’s name, SSN, relationship, and eligibility for credits.

Risk Radar

Scan points
  • 1Signing a false statement can lead to perjury penalties.
  • 2Leaving the name and address fields blank in Section I.
  • 3Omitting the taxpayer’s Social Security Number in Section I.
  • 4Failing to check a filing status box in Section II.
  • 5Not providing the spouse’s Social Security Number when required.

Plain English

Form 5129 asks you to provide basic personal data, choose your filing status, and list any dependents you claim. It helps the IRS verify the filing status, exemptions, and standard deduction you intend to use on your return.

Submission Date

  • Filing date: 2012-07-17 00:00:00
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

dependentverify

Hover a term to preview the meaning.

What this form is for

  • Use this form when you need to report your filing status, exemptions, and standard deduction for the tax year shown.
  • Do not use it when you are filing a corporate return; the form is for individual taxpayers.

Form selector

Use this form or another form?

You are single and need only filing status info

Provides only filing status, exemptions, and standard deduction

✓ Verify you are not required to file a full return

Form 5129

Married filing jointly and both spouses sign

Captures joint filing status and spouse info

✓ Ensure both signatures are present

Form 5129

Head of Household with qualifying dependent

Records HOH status and dependent details

✓ Confirm qualifying dependent criteria are met

Form 5129

Deadline or filing window

Not stated in the official source.

Checklist

What you need before filling it out

1

Name(s) and address

Taxpayer's name and address as on income tax return · Section I, line 1

⚠ Omitting address or using different spelling✕ High
2

Social Security Number

SSN as on Social Security card · Section I, line 2

⚠ Transposing digits✕ High
3

Tax Form Number

Number of the tax return being filed (e.g., 1040) · Section I, line 3

⚠ Leaving blank or incorrect number✕ Medium
4

Spouse’s Social Security Number

Spouse’s SSN if applicable · Section I, line 4

⚠ Missing when required✕ Medium
5

Filing status selection

Box checked for Single, Married filing joint, etc. · Section II

⚠ Selecting wrong box✕ High

Before you submit

  1. 1Verify name and address match the income tax return.
  2. 2Check that Social Security Numbers are entered exactly as on the cards.
  3. 3Select the correct filing status box.
  4. 4Enter spouse’s SSN if filing jointly or separately.
  5. 5Answer all spouse‑related questions (a‑d) accurately.
  6. 6Sign in the taxpayer signature line (and spouse signature if joint).
  7. 7Date the form in the date field.

How to file this form

  1. 1Gather your income tax return to copy name, address, and SSN.
  2. 2Complete Section I with taxpayer and spouse data.
  3. 3Fill Section II by checking the appropriate filing status box and answering related questions.
  4. 4Review all entries for accuracy and obtain required signatures.
  5. 5Mail the completed Form 5129 to the IRS address indicated on the form as proof of filing.

Known limitations

  1. 1You must verify the form’s revision reads December 2007; older editions may lack current filing status options, so re‑check before filing.
  2. 2You should note the fee field is not stated in the official source, meaning you cannot confirm any required payment here.
  3. 3You need to confirm the mailing address is not provided in the source; verify the correct IRS address on the agency’s website.
  4. 4You must ensure both taxpayer and spouse signatures appear if filing jointly, as the declaration requires confirming identity under perjury penalties.
  5. 5You should anticipate future revisions may change line numbers or dependent eligibility criteria, so compare this version with any newer IRS instructions.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 5129 (Rev. December 2007) is the current edition; the source shows the revision date as December 2007 and does not indicate a newer version.

What changed or needs a fresh check

  • Edition date — confirm the revision reads December 2007 (Rev. December 2007)
  • Fee — Not stated in the official source
  • Mailing address — Not stated in the official source
  • Signature — confirm both taxpayer and spouse (if filing jointly) sign in the signature area

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Quick Facts

Not stated in the official source.
Section I gathers the taxpayer’s name, address, Social Security Number, tax form number, spouse’s SSN, and tax year. Section II records the filing status and related spouse questions. Section III collects each dependent’s name, SSN, relationship, and eligibility for credits.
Not stated in the official source.
Not stated in the official source.
Providing false information subjects the signer to penalties of perjury under the form’s declaration.
Enter your name, address, and Social Security Number in Section I, then fill the tax form number, spouse’s SSN, and tax year. In Section II, check the box that matches your filing status and answer the spouse‑related questions. Complete Section III with each dependent’s details and applicable check boxes. Finally, sign the form (both spouses if filing jointly) and date it.

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After you file

  1. 1Keep a copy of the signed Form 5129 for at least three years.
  2. 2Store the copy with your other tax records.
  3. 3Expect no separate acknowledgment from the IRS unless requested.
  4. 4If you discover an error, file an amended Form 5129 with corrected information.
  5. 5Update your records if your filing status changes before the tax year ends.

Sources

  • SRCForm p.1 — revision date shown as Rev. December 2007.
  • SRCForm p.1 — Section I lists Name(s) and address, Social Security Number, Tax Form Number, Spouse’s Social Security Number, Tax Year Ending.
  • SRCForm p.1 — Section II provides filing status boxes (Single, Married filing joint, Married filing separate, Head of Household, Qualifying widow(er)).
  • SRCForm p.1 — Spouse questions a‑d appear under each married filing option.
  • SRCForm p.1 — Signature area requires taxpayer and spouse signatures under penalties of perjury.
  • SRCForm p.1 — No fee information is provided.
  • SRCForm p.1 — No mailing address is provided.
  • SRCForm p.1 — Dependent information fields (name, SSN, relationship, child tax credit box) are listed in Section III.

Common confusion points

Do I need to fill out the spouse questions if I am single?

The form only asks spouse questions when a married filing status is selected.

→ Confirm you have selected 'Single' and skip spouse sections.

What if my spouse did not file a return?

Question a asks if spouse filed a return; answer No if they did not.

→ Mark 'No' for question a and leave spouse SSN blank if not required.

Can I claim a dependent who is also claimed by another parent?

The form asks if the qualifying child is claimed by the other parent.

→ Enter the child’s name in the space provided and answer the qualifying question honestly.

Am I required to answer the blind and age questions if I am under 65?

The form includes Yes/No boxes for age 65 and blindness.

→ Select 'No' for both questions if not applicable.

Do I need to sign if I am filing as a qualifying widow(er)?

Signature line requires taxpayer (and spouse if joint) signature.

→ Sign the form regardless of filing status.

Is the form still valid for tax years after 2007?

The source shows revision date December 2007 and does not indicate a newer edition.

→ Confirm the revision date on the form matches the current edition.

Workflow map

Related forms and next steps

4 signals

Before

Form 5129 — complete this questionnaire before attaching it to your income tax return.

Current

5129

After

Form 5129 — retain the signed copy with your tax records.

Often used with

Form 5129 — accompanies the individual income tax return to confirm filing status.

⚠ If something goes wrong

  • Form 5129 — file an amended questionnaire to correct any mistakes.

Questions about IRS Form 5129

What is IRS Form 5129 used for?

Form 5129 asks you to provide basic personal data, choose your filing status, and list any dependents you claim. It helps the IRS verify the filing status, exemptions, and standard deduction you intend to use on your return.

What information does IRS Form 5129 require?

Section I gathers the taxpayer’s name, address, Social Security Number, tax form number, spouse’s SSN, and tax year. Section II records the filing status and related spouse questions. Section III collects each dependent’s name, SSN, relationship, and eligibility for credits.

How do I complete IRS Form 5129?

Enter your name, address, and Social Security Number in Section I, then fill the tax form number, spouse’s SSN, and tax year. In Section II, check the box that matches your filing status and answer the spouse‑related questions. Complete Section III with each dependent’s details and applicable check boxes. Finally, sign the form (both spouses if filing jointly) and date it.

What happens if IRS Form 5129 is filed incorrectly?

Providing false information subjects the signer to penalties of perjury under the form’s declaration.

Do I need to fill out the spouse questions if I am single?

The form only asks spouse questions when a married filing status is selected. Confirm you have selected 'Single' and skip spouse sections.

What if my spouse did not file a return?

Question a asks if spouse filed a return; answer No if they did not. Mark 'No' for question a and leave spouse SSN blank if not required.

Can I claim a dependent who is also claimed by another parent?

The form asks if the qualifying child is claimed by the other parent. Enter the child’s name in the space provided and answer the qualifying question honestly.

Am I required to answer the blind and age questions if I am under 65?

The form includes Yes/No boxes for age 65 and blindness. Select 'No' for both questions if not applicable.

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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