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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 used to report qualified disaster distributions from retirement plans and the repayment of those distributions.
Q: Who needs to file IRS Form 8915-B?
A: Individuals who received qualified disaster distributions from retirement plans and want to report them and/or repay them need to file IRS Form 8915-B.
Q: What are qualified disaster distributions?
A: Qualified disaster distributions are distributions made from retirement plans in response to a qualified disaster.
Q: How can I repay qualified disaster distributions?
A: Qualified disaster distributions can be repaid over a three-year period beginning on the day after the distribution was received.
Q: What are the consequences of not repaying qualified disaster distributions?
A: If qualified disaster distributions are not repaid, they may be subject to income tax and early withdrawal penalties.
Q: Is there a deadline for filing IRS Form 8915-B?
A: Yes, the deadline for filing IRS Form 8915-B is generally the same as the deadline for filing your federal income tax return, usually April 15th.
Q: Can I file IRS Form 8915-B electronically?
A: Yes, IRS Form 8915-B can be filed electronically if you are using tax software that supports electronic filing.
Q: Do I need to attach any other forms or documents when filing IRS Form 8915-B?
A: In most cases, you do not need to attach any other forms or documents when filing IRS Form 8915-B, unless specifically instructed to do so.
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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