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2017Instructions for Form 8915BDepartment of the Treasury Internal Revenue ServiceQualified 2017 Disaster Retirement Plan Distributions and Repayments Section references are to the Internal Revenue

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How to fill out form 8915b

01

To fill out form 8915b, follow these steps:

02

Begin by providing your personal information such as your name, social security number, and address.

03

Indicate the tax year for which you are filling out the form.

04

Report any taxable distributions or payments you received from designated Roth accounts.

05

Determine if you qualify for any of the exemption codes mentioned in the form's instructions.

06

Calculate the amount of additional tax owed by using the provided worksheets.

07

Enter the appropriate amounts in the corresponding sections of the form.

08

Review your entries to ensure accuracy and completeness.

09

Sign and date the form before submitting it to the IRS.

10

Keep a copy of the filled-out form and any supporting documents for your records.

Who needs form 8915b?

01

Form 8915b is required by individuals who have received taxable distributions or payments from designated Roth accounts and need to calculate the additional tax owed. It is also used by those who qualify for exemption codes mentioned in the form's instructions.

02

Refer to the IRS guidelines or consult a tax professional to determine if you specifically need to fill out this form based on your financial circumstances.

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What is form 8915b?

Form 8915b is used to report qualified disaster distributions and repayments.

Who is required to file form 8915b?

Individuals who have received qualified disaster distributions from eligible retirement plans are required to file form 8915b.

How to fill out form 8915b?

You can fill out form 8915b by providing the necessary information such as your personal details, details of the qualified disaster distributions received, and details of any repayments made.

What is the purpose of form 8915b?

The purpose of form 8915b is to report qualified disaster distributions and repayments made from eligible retirement plans.

What information must be reported on form 8915b?

You must report the amount of qualified disaster distributions received, any repayments made, and any other relevant details on form 8915b.

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