Home
Forms Library
Instructions 8915 form

Instructions 8915 form-2025

instructions 8915 form Preview on Page 1

See details

4.9 out of 5

52 votes

The document provides instructions for Form 8915-D, which is used to report qualified 2019 disaster retirement plan distributions and repayments related to the Puerto Rico Earthquakes disaster. It outlines eligibility criteria, repayment procedures, and tax implications for distributions made in 2021. The form allows taxpayers to report income from these distributions spread over three years and includes specific guidelines for filing, amending returns, and handling repayments.

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 instructions 8915 form 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 Instructions for Form 8915-D in the editor.
Begin with Part I, where you will enter your total distributions from all retirement plans. Ensure you have your Form 1099-R handy to accurately report amounts.
Proceed to Parts II and III to report any qualified disaster distributions and repayments. Carefully follow the prompts to ensure accurate reporting of each distribution type.
In Part IV, if applicable, indicate any repayments made for qualified distributions related to the purchase or construction of a main home in a disaster area.
Review all entries for accuracy before finalizing your form. Utilize our platform's features to easily edit or adjust any information as needed.

Start using our platform today for free and streamline your form completion process!

See more instructions 8915 form versions

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

Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (21 Votes)
2022	4.9 Satisfied (34 Votes)
2021	4.9 Satisfied (52 Votes)
2020	4.3 Satisfied (207 Votes)
2019	4.3 Satisfied (127 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.

What is the difference between 8915 E and F?

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.

What is the IRS 401k?

A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts. Elective salary deferrals are excluded from the employees taxable income (except for designated Roth deferrals). Employers can contribute to employees accounts.

What is the IRS form for digital assets?

Use Form 8949, Sales and Other Dispositions of Capital Assets. To report income from forks, staking, mining, etc., use Form 1040 (Schedule 1), Additional Income and Adjustments to Income PDF.

What is the IRS form 8915 used 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.

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 IRS form do I use for IRA distributions?

File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: Profit-sharing or retirement plans. Any individual retirement arrangements (IRAs).

How to fill out form 8995 instructions?

How to Fill Form 8995 Lines 1-4: Enter your business information and calculate your total QBI. Lines 6-10: Report income from Real Estate Investment Trusts (REIT) or Publicly Traded Partnerships (PTP) if applicable. Lines 11-15: Calculate the QBI deduction, considering your total taxable income and net capital gains.

What form do I need to report IRA withdrawal?

Use Form 5329 to report additional taxes on IRAs and retirement plans, including: tax on an early distribution.

Instructions 8915 form-2025

Here's how it works