8915c get 2025

See details

4.8 out of 5

86 votes

Form 8915-C is a tax form issued by the IRS for reporting qualified disaster retirement plan distributions and repayments related to disasters occurring in 2018. It provides guidelines for taxpayers on how to report these distributions, including limits on amounts and specific instructions for different types of retirement accounts. The form must be attached to the 2020 tax return and includes sections for detailing total distributions, qualified allocations, and any repayments made.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out 8915c get with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the 8915-C form in the editor.
Begin by entering your social security number and name. If married, ensure each spouse files a separate form.
Fill in your home address only if you are filing this form independently. Include city, state, and ZIP code.
In Part I, report total distributions from all retirement plans. Carefully follow the instructions for each line to ensure accuracy.
If applicable, check the box for amended returns and complete the necessary fields as instructed.
Proceed to Part II and III for qualified disaster distributions from retirement plans and IRAs, ensuring you enter amounts correctly based on previous filings.
Finally, review all entries for completeness before saving or exporting your filled form directly from our platform.

Start using our platform today to fill out your 8915-C form easily and for free!

See more 8915c get versions

We've got more versions of the 8915c get form. Select the right 8915c get version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	3.6 Satisfied (48 Votes)
2022	4.8 Satisfied (49 Votes)
2020	4.8 Satisfied (86 Votes)
2019	4.4 Satisfied (204 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do you have to pay back qualified disaster distribution?

If you choose, you can generally repay any portion of a qualified disaster distribution that is eligible for tax-free rollover treatment to an eligible retirement plan. Also, you can repay a qualified disaster distribution made on account of hardship from a retirement plan.

What is form 8915 for?

IRS Form 8915-F must be filed by individuals who took distributions from qualified retirement plans due to specific disasters declared by the President under the Stafford Act and who have included such distributions in income in prior years. This form is also required for those who are repaying these distributions.

What does 8915 mean?

IRS Form 8915 reports distributions from retirement plans due to qualified disasters and repayments. It lets you spread the taxable portion of these distributions over three years and waives the early withdrawal penalty in the year of the disaster.

How do I get rid of 8915 F on TurboTax?

remove form 8915 F Switch to Forms mode on the top. Scroll down and select 8915E wks Click delete and confirm the deletion. Switch to Step-by-Step and run the smart check again (dont go back to the retirement section).

What qualifies as disaster distribution?

When an event is declared a disaster by the president, the IRS will postpone some retirement plan and IRA deadlines for taxpayers in affected areas. These disasters are usually hurricanes, tornados, flooding, earthquakes, and wildfires.

What is the IRS form for COVID 401k withdrawal?

Use Form 8915-F if you were adversely impacted by the coronavirus or affected by a qualified 2020 or later disaster. It replaces Form 8915-E beginning in 2021.

8915c get 2025

Here's how it works