2024 Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments-2025

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by TurboTax 63 Updated 2 months ago IRS Form 8915 reports distributions from retirement plans due to qualified disasters and repayments. It lets you spread the taxable portion of these distributions over three years and waives the early withdrawal penalty in the year of the disaster.
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 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.
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.
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