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Name: Fillable Online Qualified 2016 Disaster Retirement Plan Distributions and Repayments - 2018 Update Fax Email Print - pdfFiller
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Discover the revised Form 8915A (2018) for Qualified 2016 Disaster Retirement Plan Distributions. Amended returns might be necessary post-2019 deadlines.

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How to fill out form 8915a

01

Visit the IRS website and locate form 8915a.

02

Read the instructions carefully before filling out the form.

03

Enter your personal information in the designated fields.

04

Provide details about the distribution from your retirement plan or annuity.

05

Calculate the taxable amount and any additional taxes owed.

06

Review the completed form for accuracy before submitting it to the IRS.

Who needs form 8915a?

01

Individuals who have received a distribution from their retirement plan or annuity and need to report it to the IRS.

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What is form 8915a?

Form 8915-A is used to report income from the forgiveness of certain loans received under the Paycheck Protection Program (PPP) and for the tax treatment of disaster distributions from retirement plans.

Who is required to file form 8915a?

Taxpayers who received disaster-related distributions from retirement plans, or those who are making recontributions of such distributions, are required to file Form 8915-A.

How to fill out form 8915a?

To fill out Form 8915-A, taxpayers need to provide personal information, details about the disaster distributions, amounts recontributed, and follow the instructions provided in the IRS guidelines for completing the form.

What is the purpose of form 8915a?

The purpose of Form 8915-A is to allow taxpayers to report and tax the disaster-related distributions received and to help track repayments to retirement plans of those distributions.

What information must be reported on form 8915a?

Information that must be reported on Form 8915-A includes the total amount distributed, the amount recontributed, and details related to the qualifying disaster.

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