Form preview

Get the free Form 8915-F

Get Form
8915FQualified Disaster Retirement Plan Distributions and RepaymentsForm (Rev. January 2023) Department of the Treasury Internal Revenue Service OMB No. 15450074 Attachment Sequence No. 915Go to www.irs.gov/Form8915F
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 8915-f

Edit
Edit your form 8915-f form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 8915-f form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing form 8915-f online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Check your account. It's time to start your free trial.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit form 8915-f. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
pdfFiller makes working with documents easier than you could ever imagine. Register for an account and see for yourself!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 8915-f

Illustration

How to fill out form 8915-f

01
Download form 8915-F from the IRS website.
02
Fill in your personal information including name, address, and social security number.
03
Review the instructions carefully to determine if you are eligible to use this form.
04
Complete Part I of the form which includes information about the disaster-affected retirement plan distributions.
05
Fill out Part II if you are electing to include the distributions in income over a 3-year period.
06
Provide any additional information required and sign and date the form.
07
Submit the form to the IRS according to the instructions provided.

Who needs form 8915-f?

01
Individuals who have received disaster-affected retirement plan distributions and are choosing to include them in income over a 3-year period.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
55 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including form 8915-f, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.
To distribute your form 8915-f, simply send it to others and receive the eSigned document back instantly. Post or email a PDF that you've notarized online. Doing so requires never leaving your account.
You can easily do so with pdfFiller's apps for iOS and Android devices, which can be found at the Apple Store and the Google Play Store, respectively. You can use them to fill out PDFs. We have a website where you can get the app, but you can also get it there. When you install the app, log in, and start editing form 8915-f, you can start right away.
Form 8915-F is used by taxpayers to report qualified disaster distributions and repayments from retirement plans, specifically relating to disasters as specified under the SECURE Act.
Taxpayers who withdrew funds from their retirement accounts for qualified disaster-related expenses must file Form 8915-F.
To fill out Form 8915-F, taxpayers must provide their personal information, details about the qualified disaster distribution, amounts withdrawn, and any repayments made, following the instructions provided with the form.
The purpose of Form 8915-F is to allow taxpayers to report disaster-related withdrawals from retirement plans and to gradually include these distributions in taxable income.
The form requires information such as the amount of qualified disaster distributions, repayments, and details about the disaster that prompted the withdrawal.
Fill out your form 8915-f online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.