Instructions 8915-2026

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The document provides instructions for Form 8915-D, which is used by individuals affected by qualified disasters in 2019 to report retirement plan distributions and repayments that qualify for favorable tax treatment. It outlines the purpose of the form, who must file it, and details on how to report qualified disaster distributions from various retirement plans. The document also explains the requirements for qualified distributions related to purchasing or constructing a main home in disaster areas, repayment options, and the tax implications of these distributions.

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Begin with Part I, where you will calculate your total distributions from all retirement plans. Enter the amounts from your Forms 1099-R in the appropriate columns.
Proceed to Parts II and III to report any qualified disaster distributions and repayments. Ensure you differentiate between distributions from IRAs and other retirement plans.
In Part IV, if applicable, report any qualified distributions for purchasing or constructing a main home in disaster areas. Follow the specific guidelines provided for repayments.
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