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Get the free Instructions for Form 8915-D (2023)

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Form8915DQualified 2019 Disaster Retirement Plan Distributions and Repayments OMB No. 154500742023Attach to 2023 Form 1040, 1040SR, or 1040NR. Go to www.irs.gov/Form8915D for instructions and the
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Gather all relevant tax documents and information needed to complete form 8915-d
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Carefully read the instructions provided with form 8915-d to ensure you understand all requirements
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Who needs instructions for form 8915-d?

01
Individuals who have suffered a disaster-related loss and are looking to claim the appropriate tax deductions
02
Taxpayers who have made qualified disaster distributions from retirement accounts and need to report them accurately to the IRS
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Instructions for Form 8915-D provide guidance on how to report distributions from retirement plans that may qualify for the 10% penalty exception due to a federally declared disaster.
Individuals who took eligible retirement plan distributions related to a federally declared disaster and wish to report these distributions for tax purposes are required to file using Form 8915-D.
To fill out Form 8915-D, taxpayers must provide their personal information, report the total amount of qualified disaster-related distributions received, and indicate how they plan to repay those distributions, if applicable.
The purpose of the instructions for Form 8915-D is to inform taxpayers of the steps to correctly report disaster-related retirement plan distributions and to determine if they qualify for a penalty exception.
Information that must be reported includes the total distribution amount, the type of retirement plan from which the distribution was made, and any amounts that are being repaid or not subject to tax.
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