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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8915-D
for the current year.
IRS Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments
What Is IRS Form 8915-D?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8915-D?A: IRS Form 8915-D is a form used for reporting qualified disaster retirement plan distributions and repayments.
Q: What kind of distributions does Form 8915-D apply to?A: Form 8915-D applies to qualified disaster retirement plan distributions.
Q: What is a qualified disaster retirement plan distribution?A: A qualified disaster retirement plan distribution is a distribution from a qualified retirement plan made on account of a qualified disaster.
Q: What is considered a qualified disaster?A: A qualified disaster is a federally declared disaster that occurred in 2019.
Q: Who is eligible to use Form 8915-D?A: Individuals who received qualified disaster retirement plan distributions in 2019 and need to report them for tax purposes are eligible to use Form 8915-D.
Q: What information is required on Form 8915-D?A: Form 8915-D requires information such as the amount of qualified disaster distributions and any repayments made during the tax year.
Q: Can repayments be made for qualified disaster retirement plan distributions?A: Yes, individuals who received qualified disaster retirement plan distributions can make repayments within 3 years from the day after the distribution was received.
Q: Are there any special tax rules for qualified disaster retirement plan distributions?A: Yes, there are special tax rules that allow individuals to include the distribution in income evenly over 3 years and recontribute the distribution amount to an eligible retirement plan within 3 years.
Q: Do I need to attach any supporting documents when filing Form 8915-D?A: No, you do not need to attach any supporting documents when filing Form 8915-D, but you should keep them for your records.
Form Details:
- A 1-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
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