5129

Questionnaire—Filing Status, Exemptions, and Standard Deduction

Agency
IRS
Revision
Rev. December 2007
Fillable fields
63
Pages
1
Official source
IRS form page
Checked
October 21, 2026
Fill 5129 online
Page 1 of form 5129

Form 5129: Questionnaire (Filing Status, Exemptions, and Standard Deduction)

Form 5129 is an IRS questionnaire about the filing status, exemptions for dependents and standard deduction on an income tax return. Section I asks for the name(s) and address exactly as shown on the income tax return, the tax form number and the tax year ending. Section II asks the taxpayer to check a box "to show how you intended to file your tax return."

The questions are about a return for a tax year the taxpayer names on the form. The IRS posts the form as a PDF only, with no About page and no separate instructions, and the form prints no mailing address, fax number or due date. This is the December 2007 revision, and it uses the terms printed on it, such as exemptions and qualifying widow(er).

The taxpayer signs under penalties of perjury, and the form says both spouses sign if filing jointly. You can fill out Form 5129 free in your browser on this page and download the result without an account.

What's on Form 5129

Section I: Taxpayer Data

Name(s) and address, Social Security number, tax form number, spouse's Social Security number and tax year ending.

Section II: Filing Status and Standard Deduction

Five boxes: single, married filing joint return, married filing separate return, head of household (with qualifying dependent) and qualifying widow(er) with dependent child.

Box 3: married filing separately questions

Questions 3a to 3c on whether the spouse filed, the spouse's name on that return, and living together in the last 6 months of the year.

Boxes 4 and 5: head of household and widow(er)

Questions 4a to 4d on the qualifying person and household, and for box 5, the year the spouse died.

Section III: Exemptions for Dependents

A table for each dependent's first and last name, Social Security number, relationship and a box if the dependent qualifies for the Child Tax Credit.

Questions 5 to 12 and signature

Yes or No questions on age 65 or over, blindness, the spouse's exemption and gross income, and whether either spouse can be claimed as a dependent, then the signatures.

How to fill out Form 5129

  1. 1

    Section I

    Enter the name(s) and address exactly as shown on the income tax return, the Social Security numbers, the tax form number and the tax year ending.

  2. 2

    Section II

    Check the box for the filing status that was intended on the return and answer the questions under that box.

  3. 3

    Section III dependents

    List each person claimed as a dependent for the tax year in Section I. Write names and Social Security numbers as they appear on the Social Security cards, and check the Child Tax Credit box where it applies.

  4. 4

    Questions 5 to 12

    Answer each Yes or No question about age, blindness, the spouse and dependency. The form says to use the back of the form for more space or to explain changes.

  5. 5

    Sign and date

    Sign under penalties of perjury and date the form. If filing jointly, the form says both spouses sign.

Why fill Form 5129 on indox

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Where it goes and what the form does not say

No address on the form

Form 5129 prints no mailing address, fax number or due date. The IRS has no About page or separate instructions for it.

Extra space

The form says that if more space is needed, or if any items changed, use the back of the form to continue or explain.

Signature

The declaration says the signer has examined the statement and that it is true, correct and complete to the best of their knowledge and belief.

Related forms

Who fills out Form 5129?

  • The taxpayer on the return

    Section I takes the name(s), address and Social Security number exactly as shown on the income tax return, plus the tax form number and tax year ending.

  • Spouses on a joint return

    The signature area says both spouses sign if filing jointly. Questions 7 to 10 and 12 ask about the spouse.

  • Married filing separately

    Box 3 asks whether the spouse filed a return for the year, the spouse's name as it appeared on that return, and whether the spouses lived together during the last 6 months of the year.

  • Head of household filers

    Box 4 asks about the qualifying person, marital status at the end of the year, whose household it was, and whether the spouses lived together during the last 6 months.

  • Filers who claimed dependents

    Section III lists each person claimed as a dependent, with names and Social Security numbers as they appear on the Social Security cards.

The form is completed by the taxpayer named on the income tax return it asks about. It does not say how a taxpayer receives it.

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Questions about Form 5129

What does Form 5129 ask about?

Filing status, dependents and the standard deduction factors on an income tax return: age 65 or over, blindness, and whether either spouse can be claimed as a dependent.

Who signs Form 5129?

The taxpayer signs under penalties of perjury. The form says both spouses sign if filing jointly.

Where do I send Form 5129?

The form prints no address or fax number, and the IRS posts no instructions for it. It is not stated on the form itself.

How are dependents listed?

The form says names and Social Security numbers must be written as they appear on the Social Security cards issued by the Social Security Administration.

What if there is not enough room?

The form says to use the back of the form to continue or explain entries.