Dec 20, 2024 · 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.

Feb 4, 2022 · 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.

Jan 24, 2025 · Can someone at Turbo Tax confirm that the 2024 8915-F will be available on the 27th? The form has not changed since the 8915-E after coronavirus. I would like to transmit so I can get my refund before the IRS is completely gutted,

Jan 22, 2025 · Form 8915-F allows taxpayers to redeposit withdrawn funds into their retirement accounts within three years, treating the funds as if they were never withdrawn. This aligns …

Mar 4, 2025 · 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.

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.

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 ...

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.