1040 - Forms 8915-A, 8915-B, 8915-C, 8915-D, and 8915-E-2026

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1040 - Forms 8915-A, 8915-B, 8915-C, 8915-D, and 8915-E Preview on Page 1

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information at the top of the form, including your name and Social Security number. Ensure accuracy as this information is crucial for processing.
  3. In Part I, report any qualified disaster distributions from retirement plans (other than IRAs). Fill in the amounts received and indicate if you are spreading income over three years.
  4. For repayments made in the current tax year, enter these amounts in the designated fields. Remember that repayments must be made within three years of receiving the distribution.
  5. If applicable, complete Part II for distributions from IRAs. Follow similar steps as in Part I to ensure all relevant amounts are reported correctly.
  6. Review all entries for accuracy before saving or exporting your completed form. Utilize our platform's features to sign and share your document securely.

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Schedule 2 is typically used to report certain types of taxes, such as the Alternative Minimum Tax (AMT), excess advance premium tax credits, or the repayment of the Premium Tax Credit. It is also used to report any additional taxes, such as the self-employment tax if you have self-employment income.
Before you sit and start filling Schedule 2 of Form 1040, you should first collect all the required documents, such as: W-2 forms. 1099 forms. Records of other income. Records of deductions. Previous years tax return.
Use Part II of Schedule 2 to report the amount you owe for various taxes that arent reported elsewhere on your Form 1040 or other schedules, including taxes on tips, certain retirement account distributions, or net investment income.
Schedule 2: Supporting documentation for tax form 1040 if box 11b is checked. This Schedule is used to report additional taxes owed such as the alternative minimum tax, self-employment tax, or household employment taxes. Schedule 3: Supporting documentation for tax form 1040 if box 12b is checked.
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.

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Schedule 2 (Form 1040), Additional Taxes Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts, AMT, or need to make an excess advance premium tax credit repayment.
Line 22 calculates by subtracting line 21 from line 18. This amount cannot be less than zero.

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