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Instructions 8915-2026
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- Click ‘Get Form’ to open instructions 8915 in the editor.
- 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.
- Review all entries for accuracy before saving your completed form. Utilize our platform's features to easily modify or sign your document as needed.
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