2024年12月20日 · Information about Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments, including recent updates, related forms, and instructions on how to file. 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.

2022年2月4日 · Update to Appendix D of Form 8915-F instructions (Rev. January 2024). A discrepancy in the Appendix D, Last Day To Repay Your Part IV Qualified Distribution table of the Form 8915-F instructions with a revision date of January 2024 has been identified. The issue affected the calculation of the last day for taxpayers to repay a Part IV qualified distribution.

Form 8915-F (Rev. 12-2024) Page . 2 Part I Total Distributions From All Retirement Plans (Including IRAs) (see instructions) Caution: Complete Part I if, this year, you have qualified disaster distributions (see instructions) for disasters listed in item C earlier.

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. This distribution schedule is no longer an option with Form 8915-F, but you can still report prior-year distribution amounts on your 2024 return.

2023年1月12日 · I also received the now updated message that shows 8915F-T (T-Taxpayer) is not going to be available for efile only the 8915F-S (Spouse) will be for efile. I am going to be extremely disappointed if that is the case as this form was available last year and until now it was going to be available this year for efile. This is nonsense because ...

2024年2月19日 · How do I complete IRS Form 8915-F? There are four parts to this tax form: Part I: Total Distributions From All Retirement Plans (Including IRAs); Part II: Qualified Disaster Distributions From Retirement Plans (Other Than IRAs) for the Coronavirus and Disaster(s) Listed in Item C; Part III: Qualified Disaster Distributions From Traditional, SEP, SIMPLE, and Roth …

Any amount from 2022 Form 8915F, Line 14 you carried back to a prior year- Report any amount you carried back if you report a new qualified distribution during 2022. Total Income from 2022, Form 8915F, Line 24- Report the amount from line 24 of your 2022 8915-F. Generally this will match the distribution that was taxable but if you took ...

2025年1月22日 · Form 8915-F is a vital tool for individuals who have accessed their retirement savings due to federally declared disasters. Proper understanding of this form is crucial, as it directly affects how these distributions are reported and taxed.

2022年3月24日 · If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years - Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form. Answer Yes when asked if you took a disaster distribution. Answer Yes when asked if you took a Qualified 2020 Disaster Distribution. Check the box that this was a …

2024年6月3日 · The IRS has revised Form 8915-F, “Qualified Disaster Retirement Plan Distributions and Repayments.”The form is used to report on distributions made in response to qualified disasters. The revised version, and its instructions, …