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IRS Revises Form 8915-F, 'Qualified Disaster Retirement

IRS Revises Form 8915-F, 'Qualified Disaster Retirement-2025

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The document provides instructions for Form 8915-D, which is used to report repayments of qualified disaster retirement plan distributions related to the 2019 Puerto Rico Earthquakes. It outlines the eligibility criteria for repayments, the filing process, and details on how to amend tax returns if necessary. The document also specifies the repayment period, types of distributions that can be repaid, and includes examples to illustrate the reporting process.

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How do I report qualified disaster distributions and repayments?

Use Form 8915-F to report your IRA repayment for Qualified Disaster Distributions.

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 is IRS form 8915-F?

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 does 8915 mean?

IRS Form 8915 reports distributions from retirement plans due to qualified disasters and repayments.

What is form 8915f used for?

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 the IRS form for 401k withdrawal for COVID?

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

Should I claim disaster distribution on my taxes?

A qualified disaster distribution is taxable but is not subject to the 10% additional income tax penalty generally applicable to distributions made before an individual attains age 59 .

What is the form 8915 for COVID?

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 Revises Form 8915-F, 'Qualified Disaster Retirement-2025

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