Get the free Instructions for Form 8915B (2018)Internal Revenue Service

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Qualified 2017 Disaster Retirement Plan Distributions and Repayments8915BFormOMB No. 154500742019 Go to www.irs.gov/Form8915B for instructions and the latest information. Department of the Treasury

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How to fill out instructions for form 8915b

01

Step 1: Obtain a copy of Form 8915b from the Internal Revenue Service (IRS) website or from your tax preparation software.

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Step 2: Read the instructions carefully to understand the requirements and eligibility criteria for using Form 8915b.

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Step 3: Gather all the necessary documents and information needed to complete the form, such as your personal information, tax-related details, and any applicable exemptions or credits.

04

Step 4: Fill in the required fields on the form, following the instructions provided. Take note of any specific formats or calculations mentioned in the instructions.

05

Step 5: Double-check your entries and ensure all information is accurate before proceeding.

06

Step 6: Complete any additional sections or schedules as required by the instructions.

07

Step 7: Attach any supporting documentation or schedules that are requested in the instructions.

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Step 8: Review the completed form and instructions one final time to ensure nothing has been missed or overlooked.

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Step 9: Sign and date the form in the designated areas.

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Step 10: Keep a copy of the completed form and instructions for your records.

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Step 11: Submit the filled-out Form 8915b to the IRS according to the instructions provided. This may involve mailing the form or e-filing it electronically.

Who needs instructions for form 8915b?

01

Individuals who have qualified disaster distributions from retirement plans or section 457(b) plans and want to report the distribution and claim any associated tax benefits.

02

Individuals who have an additional tax imposed on early distributions from retirement plans or section 457(b) plans due to qualified disaster distributions and want to calculate the appropriate tax payment or request exemption.

03

Individuals who want to report income or repayment related to a qualified disaster distribution, recontribution made, or corresponding loan offset as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

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What is instructions for form 8915b?

Instructions for Form 8915-B provide guidance on how to report distributions from retirement plans resulting from the COVID-19 pandemic, specifically for those who took distributions under the CARES Act.

Who is required to file instructions for form 8915b?

Individuals who received coronavirus-related distributions from retirement accounts in 2020 and wish to spread the income from those distributions over three years are required to file Form 8915-B.

How to fill out instructions for form 8915b?

To fill out Form 8915-B, taxpayers should gather information on their retirement distributions, determine if they qualify for the COVID-19 related distribution treatment, and follow the step-by-step instructions provided on the form to report the distribution properly.

What is the purpose of instructions for form 8915b?

The purpose of the instructions for Form 8915-B is to help taxpayers accurately report their coronavirus-related distributions from retirement accounts and to inform them about their options for taxation of these distributions.

What information must be reported on instructions for form 8915b?

The information that must be reported includes the amount of the distribution, the reason for the distribution, and the amount being included as income for the tax year. Additionally, taxpayers must indicate if they will be recontributing any distributions back to their retirement accounts.

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