About Form 8915-F, Qualified Disaster Retirement Plan Distributions and ...-2025

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The document is Form 8915-C for the year 2022, issued by the Internal Revenue Service (IRS) for reporting Qualified 2018 Disaster Retirement Plan Distributions and Repayments. It provides instructions for taxpayers to report distributions from retirement plans due to qualified disasters and outlines how to calculate amounts subject to tax. The form must be attached to the taxpayer's 2022 Form 1040, 1040-SR, or 1040-NR.

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Click ‘Get Form’ to open it 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, including city, state, and ZIP code. If applicable, complete the foreign address fields.
In Part I, report any qualified disaster distributions from retirement plans. Follow the prompts to enter amounts from previous forms as instructed.
Continue through Part II for distributions from IRAs. Again, input amounts as directed and calculate totals where necessary.
Finally, sign the form if filing separately and ensure all information is accurate before submission.

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Do you have to repay a qualified disaster distribution?

Repayment of a Qualified Disaster Distribution Also, you can repay a qualified disaster distribution made on account of hardship from a retirement plan. However, see Exceptions, later, for qualified disaster distributions you cant repay.

What does the IRS consider a qualified disaster?

A disaster loss is a loss that is attributable to a federally declared disaster and that occurs in an area eligible for assistance pursuant to the Presidential declaration. The disaster loss must occur in a county eligible for public or individual assistance (or both).

What qualifies for disaster distribution?

A taxpayer may be eligible for the expanded access to his or her retirement funds if their principal residence was in a major disaster area and they sustained an economic loss due to a natural disaster.

What is the tax break for disaster relief?

The newly enacted Federal Disaster Tax Relief Act of 2023 allows individual taxpayers affected by federally declared disasters to deduct personal casualty losses without itemizing deductions and without the typical reduction of $100 per casualty loss and 10% of adjusted gross income.

What is the IRS form for coronavirus distribution?

Use Form 8915-F if you were adversely impacted by the coronavirus or affected by a qualified 2020 or later disaster.

irs form 8915 f

About form 8915 f qualified disaster retirement plan distributions and 2021 About form 8915 f qualified disaster retirement plan distributions and 2022 form 8915-f instructions form 8915-e About form 8915 f qualified disaster retirement plan distributions and 2020 what is form 8915-f used for What is a qualified disaster distribution form 8915-e instructions

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What is the IRS disaster distribution for COVID?

What is a coronavirus-related distribution? A4. A coronavirus-related distribution is a distribution that is made from an eligible retirement plan to a qualified individual from January 1, 2020, to December 30, 2020, up to an aggregate limit of $100,000 from all plans and IRAs.

What is a normally distribution from a qualified retirement plan?

A qualified distribution from a 401(k) is a withdrawal made when the account holder is at least 59 years old. Any withdrawal taken prior to that age will face income taxes on the withdrawn amount as well as a 10% tax penalty.

About Form 8915-F, Qualified Disaster Retirement Plan Distributions and ...-2025

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Do you have to repay a qualified disaster distribution?

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What is the IRS form for coronavirus distribution?

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