2024年12月20日 · Form 8915-F is used 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.

Use Form 8915-A or 8915-B if you were adversely affected by a 2016 or 2017 disaster and you received a distribution that qualifies for favorable tax treatment.

2022年2月4日 · The Instructions for Form 8915-F (Rev. January 2023) and the Instructions for Form 8915-F (Rev. February 2022) contain information, including examples, relevant to earlier tax years.

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.

The IRS Form 8915 series forms are used specifically for disaster-related retirement plan distributions. Distributions from a qualified retirement plan are exempted from early withdrawal penalties, and the taxpayer can elect to include the entire distribution in income in the year of the distribution or divide the distribution equally over ...

The 8915-E is for entering and tracking coronavirus-related retirement plan distributions. In tax year 2020 this form is used to elect to spread the distributions over three years.

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.

2025年2月20日 · I am trying to enter a 2024 qualified disaster distribution shown on form 1099-R to be included on form 8915-F. There is a section on the 1099-R worksheet that is called the Qualified Disaster Distribution Smart Worksheet that I have tried to use, with no luck.

Before you begin (see instructions for details): • Use Form 8915-F for 2021 and later disasters. Also, use it after 2020 for coronavirus-related and other 2020 disasters instead of Form 8915-E. • Major Disaster Declarations at www.FEMA.gov/disaster/declarations provides the only qualified disasters and their FEMA numbers for item C.

2024年2月19日 · If you took a qualified disaster distribution from your IRA or retirement plan, you should report it on IRS Form 8915-F. Here's how!