Instructions for IRS Form 8915B Qualified 2017 Disaster Retirement Plan Distributions and Repayments

IRS Form 8915B Qualified 2017 Disaster Retirement Plan Distributions and Repayments

This document contains official instructions for IRS Form 8915B , Qualified 2017 Disaster Retirement Plan Distributions and Repayments - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 8915B is available for download through this link.

FAQ

Q: What is IRS Form 8915B?
A: IRS Form 8915B is used to report qualified disaster retirement plan distributions and repayments.

Q: What are qualified disaster retirement plan distributions?
A: Qualified disaster retirement plan distributions are distributions from eligible retirement plans made due to a qualified disaster.

Q: What is a qualified disaster?
A: A qualified disaster is an event that is declared by the President of the United States as a major disaster.

Q: Who is eligible to use IRS Form 8915B?
A: Individuals who received qualified disaster retirement plan distributions and want to report them or repay them are eligible to use IRS Form 8915B.

Q: What information is required to complete IRS Form 8915B?
A: To complete IRS Form 8915B, you will need information about the qualified disaster, the retirement plan distribution, and any repayments made.

Q: What are the important deadlines for IRS Form 8915B?
A: The deadline to report qualified disaster retirement plan distributions and repayments using IRS Form 8915B is typically the due date of your tax return, including extensions.

Q: Can I e-file IRS Form 8915B?
A: No, IRS Form 8915B cannot be e-filed. It must be filed by mail or submitted electronically through certain tax software.