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IRS Issues Revised Form 8915-F for Reporting Qualified

IRS Issues Revised Form 8915-F for Reporting Qualified-2025

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The document provides instructions for Form 8915-C, which is used to report repayments of qualified 2018 disaster retirement plan distributions made in 2023. It outlines the filing requirements, repayment periods, and tax implications related to these distributions. The form is specifically for individuals who received qualified disaster distributions due to disasters declared in 2018 and need to report repayments that were not included in previous filings. It also clarifies that repayments for coronavirus-related distributions should be reported on a different form (Form 8915-F).

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2023	4.1 Satisfied (51 Votes)
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How do I remove form 8915-F from TurboTax?

8915-f In TurboTax, open your return. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools. On the Tools Center page, click on Delete a form. A list of forms will appear. On the next screen, click Delete Form. Also delete any worksheet associated with form 8915-f.

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.

What must have been filed with IRS form 5329 additional taxes on qualified plans?

If you take an early withdrawal from your IRA or 401(k), complete Part 1 or 2 of Form 5329 to calculate possible IRS penalties or request a penalty waiver. Use Form 5329 to report withdrawals from a 529 plan or Coverdell education savings account (ESA) not used to pay for qualified educational expenses.

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 the difference between 8915-E and 8915-F?

by TurboTax 2306 Updated 2 months ago. Form 8915-F is used to report a disaster-related retirement distribution and any repayments of those funds. In prior tax years, Form 8915-E allowed you to spread the taxable part of the distribution over three years.

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 applicable cost of distribution on form 8915-E?

Form 8915-E. The applicable cost of the distribution is generally your net investment in the plan. It does not include pre-tax contributions. If there is an amount in Form 1099-R, box 2a (taxable amount), the difference between Form 1099-R, box 1 and box 2a, is usually your cost.

What is the difference between 8915-F and 8915-E?

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.

IRS Issues Revised Form 8915-F for Reporting Qualified-2025

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How do I remove form 8915-F from TurboTax?

Can form 8915-f be filed electronically?

What must have been filed with IRS form 5329 additional taxes on qualified plans?

Do you have to pay back qualified disaster distribution?

What is the difference between 8915-E and 8915-F?

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What is a 8915-e-tax form?

What is the applicable cost of distribution on form 8915-E?

What is the difference between 8915-F and 8915-E?

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IRS Issues Revised Form 8915-F for Reporting Qualified-2025

Here's how it works

The fastest way to redact IRS Issues Revised Form 8915-F for Reporting Qualified online

See more IRS Issues Revised Form 8915-F for Reporting Qualified versions

Complete this form in 5 minutes or less

Got questions?

How do I remove form 8915-F from TurboTax?

Can form 8915-f be filed electronically?

What must have been filed with IRS form 5329 additional taxes on qualified plans?

Do you have to pay back qualified disaster distribution?

What is the difference between 8915-E and 8915-F?

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People also ask

What is a 8915-e-tax form?

What is the applicable cost of distribution on form 8915-E?

What is the difference between 8915-F and 8915-E?

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