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This version of the form is not currently in use and is provided for reference only. Download this version of
Instructions for IRS Form 8915-B
for the current year.
Instructions for IRS Form 8915-B Qualified 2017 Disaster Retirement Plan Distributions and Repayments
This document contains official instructions for IRS Form 8915-B , 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 8915-B is available for download through this link.
FAQ
Q: What is IRS Form 8915-B?
A: IRS Form 8915-B is a form used for reporting qualified disaster retirement plan distributions and repayments.
Q: Who is eligible to use IRS Form 8915-B?
A: Individuals who received qualified disaster retirement plan distributions or made repayments of that distribution in 2017 are eligible to use IRS Form 8915-B.
Q: What is a qualified disaster retirement plan distribution?
A: A qualified disaster retirement plan distribution is a distribution from a qualified retirement plan, including an IRA or qualified annuity plan, made on account of a qualified disaster.
Q: What is a qualified disaster?
A: A qualified disaster is a disaster that the President of the United States declares as eligible for federal assistance.
Q: What are the types of qualified disasters?
A: The types of qualified disasters include hurricanes, floods, wildfires, earthquakes, and other federally declared disasters.
Q: What information does IRS Form 8915-B require?
A: IRS Form 8915-B requires information about the taxpayer, their qualified disaster retirement plan distribution, any repayments made, and the calculation of any tax owed.
Q: When is the deadline to file IRS Form 8915-B?
A: The deadline to file IRS Form 8915-B is usually the same as the deadline for filing your federal income tax return, which is April 15th.
Q: Can I e-file IRS Form 8915-B?
A: Yes, you can e-file IRS Form 8915-B if you are using tax software that supports this form.
Q: What are the penalties for not filing IRS Form 8915-B?
A: If you fail to file IRS Form 8915-B when required, you may be subject to penalties and interest on any taxes owed.
Instruction Details:
- This 3-page document is available for download in PDF;
- Not applicable for the current tax year. Choose a more recent version to file this year's taxes;
- Complete, printable, and free.
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