PDF
Word
IRS Form 8915B Qualified 2017 Disaster Retirement Plan Distributions and Repayments
What Is IRS Form 8915B?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8915B?
A: IRS Form 8915B is a form used to report qualified disaster retirement plan distributions and repayments.
Q: When is IRS Form 8915B used?
A: IRS Form 8915B is used to report distributions received from a retirement plan due to a qualified disaster and any repayments made within a specific timeframe.
Q: What are qualified disaster retirement plan distributions?
A: Qualified disaster retirement plan distributions are distributions received from a retirement plan as a result of a qualified disaster.
Q: What are the requirements for a distribution to be considered a qualified disaster distribution?
A: A distribution is considered a qualified disaster distribution if it is made on account of a qualified disaster and meets certain additional requirements set by the IRS.
Q: What is a qualified disaster?
A: A qualified disaster is a disaster that is declared by the President of the United States under the Stafford Act.
Q: How can I repay a qualified disaster retirement plan distribution?
A: You can repay a qualified disaster retirement plan distribution by contributing the amount of the distribution back into the retirement plan within a specific timeframe.
Q: What is the timeframe for repaying a qualified disaster retirement plan distribution?
A: The timeframe for repaying a qualified disaster retirement plan distribution is generally within 3 years from the date you received the distribution.
Q: Are there any tax implications for qualified disaster retirement plan distributions and repayments?
A: Yes, there may be tax implications for qualified disaster retirement plan distributions and repayments. It is recommended to consult with a tax professional for guidance.
Q: Is IRS Form 8915B specific to the 2017 tax year?
A: Yes, IRS Form 8915B is specifically for reporting qualified disaster retirement plan distributions and repayments related to the 2017 tax year.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8915B through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8915B Qualified 2017 Disaster Retirement Plan Distributions and Repayments
1
2
