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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8915-D
for the current year.
IRS Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments
What Is IRS Form 8915-D?
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 8915-D?
A: IRS Form 8915-D is a form used to report qualified disaster retirement plan distributions and repayments.
Q: What is the purpose of IRS Form 8915-D?
A: The purpose of IRS Form 8915-D is to help taxpayers report distributions from retirement plans in the event of a qualified disaster and claim any applicable tax benefits.
Q: Who should use IRS Form 8915-D?
A: Taxpayers who have received qualified disaster retirement plan distributions and want to report them on their tax return should use IRS Form 8915-D.
Q: What are qualified disaster retirement plan distributions?
A: Qualified disaster retirement plan distributions are distributions from retirement plans that were made without penalty due to a qualified disaster.
Q: What are qualified disasters?
A: Qualified disasters are events that are declared by the President of the United States or by the Federal Emergency Management Agency (FEMA) as eligible for individual assistance.
Q: What are the tax benefits of using IRS Form 8915-D?
A: Using IRS Form 8915-D allows taxpayers to potentially exclude qualified disaster distributions from their taxable income, spread the tax liability over three years, and/or repay the distributions to the retirement plan without tax consequences.
Q: How do I fill out IRS Form 8915-D?
A: To fill out IRS Form 8915-D, taxpayers should follow the instructions provided on the form, including providing their personal information, details about the retirement plan distributions, and any repayments made.
Q: Is there a deadline for filing IRS Form 8915-D?
A: Yes, IRS Form 8915-D must be filed by the due date of the taxpayer's federal income tax return, including extensions.
Q: Can I e-file IRS Form 8915-D?
A: No, taxpayers cannot currently e-file IRS Form 8915-D. It must be filed by mail or in person at an IRS office.
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 8915-D through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments
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