Get the free 2018 Form 8915A. Qualified 2016 Disaster Retirement Plan Distributions and Repayments

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Form8915AQualified 2016 Disaster Retirement Plan Distributions and Repayments OMB No. 154500742018 Go to www.irs.gov/Form8915A for instructions and the latest information. Department of the Treasury

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How to fill out 2018 form 8915a qualified

01

To fill out the 2018 Form 8915a Qualified, follow these steps:

02

Gather all the necessary information and documents, including your tax forms and records of any distributions or repayments from retirement plans.

03

Start by entering your personal information in the appropriate sections of the form, such as your name, Social Security number, and address.

04

Next, move on to Part I of the form, which is for reporting the taxable amount of your designated Roth account distributions that are qualified disaster distributions.

05

Fill out Part II to report any repayments of qualified disaster distributions made during the tax year.

06

Continue to Part III to calculate the amount of any qualified disaster distributions that you included on your 2017 tax return but repaid in 2018.

07

If you received any repayment amounts from a governmental agency, complete Part IV to report those repayments.

08

Finally, sign and date the form, and include any required attachments or explanations.

09

Remember to keep a copy of the completed form for your records.

10

If you are unsure about any specific information or need assistance, consult the instructions for Form 8915a or seek help from a tax professional.

Who needs 2018 form 8915a qualified?

01

Individuals who received qualified disaster distributions from their designated Roth accounts in 2018 and wish to report any repayments or calculate the taxable amount of their distributions may need to file the 2018 Form 8915a Qualified.

02

This form is specifically for individuals affected by qualified disasters, such as hurricanes, wildfires, or other events listed in the IRS guidelines.

03

It is important to review the eligibility criteria and consult the IRS instructions or a tax professional to determine if you qualify for this form and need to file it.

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