IRS Issues Form 8915-F for Reporting Qualified Disaster ...-2025

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The document provides instructions for Form 8915-D, which is used to report qualified 2019 disaster retirement plan distributions and repayments. It outlines the eligibility criteria for filing, details on how to report income from these distributions over three years, and guidelines for making repayments. The form is specifically for distributions received in 2020 or 2021 related to qualified disasters declared in 2019. It also clarifies that repayments made after the due date of the tax return may require filing an amended return.

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What is the form for qualified disaster relief withdrawal?

Form 8915-F is a forever form. The same Form 8915-F is used for distributions for qualified 2020 disasters (and qualified 2021 and later disasters) and for each year of reporting of income and repayments of those distributions.

What does the IRS consider a qualified disaster?

A federally declared disaster includes (a) a major disaster declaration, or (b) an emergency declaration under the Stafford Act. Federal casualty loss. A federal casualty loss is an individuals casualty or theft loss of personal-use property that is attributable to a federally declared disaster.

What is a qualified disaster loss for the IRS?

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 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 qualifies a disaster as a qualified disaster?

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.

irs form 8915 f 2023

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What qualifies as a federally declared disaster?

The President can declare a major disaster for any natural event, including any hurricane, tornado, storm, high water, wind-driven water, tidal wave, tsunami, earthquake, volcanic eruption, landslide, mudslide, snowstorm, or drought, or, regardless of cause, fire, flood, or explosion, that he/she determines has caused

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.

What is a qualified disaster payment?

A qualified disaster relief payment is defined by section 139(b) of the Internal Revenue Code (IRC) (law. cornell.edu/uscode/text/26/139) as any amount paid: (1) To reimburse or pay for reasonable and necessary personal, family, living, or funeral expenses received from a qualified disaster.