Home
Forms Library
Instructions 8915 form

Instructions 8915 form-2025

instructions 8915 form Preview on Page 1

Show details

4.9 out of 5

52 votes

The document provides instructions for Form 8915-D, which is used to report qualified disaster retirement plan distributions and repayments related to the Puerto Rico Earthquakes disaster (DR-4473-PR) that occurred in 2019. It outlines the eligibility criteria for qualified distributions, repayment procedures, and tax implications. The form allows taxpayers to spread income from these distributions over three years or report it in the year received. Additionally, it specifies who must file the form, when and where to file it, and details on amending returns if necessary.

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.

The fastest way to redact Instructions 8915 form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for changing your forms online. Follow this simple guide to edit Instructions 8915 form in PDF format online for free:

Register and sign in. Register for a free account, set a secure password, and proceed with email verification to start managing your forms.
Upload a document. Click on New Document and choose the file importing option: add Instructions 8915 form from your device, the cloud, or a protected URL.
Make adjustments to the sample. Take advantage of the upper and left-side panel tools to redact Instructions 8915 form. Insert and customize text, images, and fillable areas, whiteout unnecessary details, highlight the important ones, and comment on your updates.
Get your paperwork completed. Send the form to other individuals via email, create a link for faster file sharing, export the sample to the cloud, or save it on your device in the current version or with Audit Trail included.

Try all the advantages of our editor today!

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.

Can form 8915 f be filed electronically?

Form 8915-F can be e-filed. Form 8915-F can be completed electronically and e-filed with your tax return.

How do I report qualified disaster distributions and repayments?

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.

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 is a 8915-e-tax form?

Form 8915-E lets you report the penalty-free distribution The tax on a coronavirus-related distribution is paid over three tax years (2020, 2021, and 2022). Or, you can opt to pay the entire tax liability with your 2020 tax return. The distribution is not subject to the 10% additional tax.

What is the difference between form 8915 e and 8915-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.

How do I file Covid 401k withdrawal on taxes?

A coronavirus-related distribution should be reported on your individual federal income tax return for 2020. You must include the taxable portion of the distribution in income ratably over the 3-year period 2020, 2021, and 2022 unless you elect to include the entire amount in income in 2020.

Instructions 8915 form-2025

Here's how it works