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This document provides instructions for filing Form 8915-A, which is used to report qualified 2016 disaster retirement plan distributions and repayments, particularly for individuals adversely affected by disasters that occurred in 2016 and to detail the special tax treatments available for those distributions and repayments.
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How to fill out form 8915-a

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How to fill out form 8915-a

01
Obtain Form 8915-A from the IRS website or office.
02
Read the instructions carefully to understand the purpose of the form.
03
Enter your personal information at the top of the form, including your name and Social Security number.
04
Indicate the reason you are filing the form on the appropriate line.
05
Complete the applicable sections based on your situation, including any distributions taken from your retirement accounts.
06
If applicable, calculate any amounts to be repaid or any adjustments to your income.
07
Review the information for accuracy before submitting.
08
Sign and date the form at the bottom.

Who needs form 8915-a?

01
Individuals who took a qualified disaster distribution from their retirement accounts.
02
Taxpayers who need to report repayments of those distributions.
03
Persons who are repaying amounts under the tax law provisions related to qualified disaster distributions.
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Form 8915-A is a tax form used by taxpayers to report distributions related to qualified disaster relief distributions and to figure any amounts that must be included in income.
Taxpayers who have taken a distribution from a qualified retirement plan due to a federally declared disaster are required to file Form 8915-A.
To fill out Form 8915-A, enter your personal information, report the amount of disaster distribution received, indicate how much of that distribution is being included in income, and follow the instructions provided for any necessary calculations.
The purpose of Form 8915-A is to allow taxpayers to report disaster-related distributions and to calculate the taxable income from those distributions.
Form 8915-A requires reporting of the total amount of distributions, the portion included in income, the disaster declaration date, and any repayments made.
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