Go to www.irs.gov/Form8915E for instructions and the latest information. Attach to 2020 Form 1040, 1040-SR, or 1040-NR. Name. If married, file a separate form for each spouse required …

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 …

Jan 27, 2022 · replaces Form 8915-E for tax years beginning after 2020. Do not use a Form 8915-F to report qualified 2020 disaster distributions made in 2020 or qualified distributions received …

Feb 17, 2021 · You do not need to include Form 8915-E with your return. However, as larrybrow mentions above, including Form 8915-E with your return will relieve you of the additional 10% …

Dec 31, 2020 · Form 8915-E is used by taxpayers who were adversely affected by the coronavirus in 2020 and who received a retirement plan distribution that qualifies for favorable …

Jan 25, 2025 · Learn how to accurately report COVID-related retirement distributions using Form 8915-E and understand eligibility and repayment options.

Congress enacted relief to ease the financial burden of those incurring disaster losses or have suffered financially due to the Coronavirus. With those relief measures, the IRS released Form …

Did you defer any retirement or IRA distribution on your 2023 tax return on Form 8915-E?

Mar 17, 2021 · The IRS has issued new Form 8915-E, which individual taxpayers must file with their income tax returns to report coronavirus-related distributions and other qualified 2020 …

Dec 3, 2020 · Those who have received a qualified 2020 disaster distribution from an eligible retirement plan and other 2020 distributions made before December 31st are eligible to file …