Get Form 8915e

Filling out Form 8915e online may seem challenging, but with this comprehensive guide, you will find it straightforward and manageable. This form is essential for individuals affected by qualified 2020 disaster distributions related to the coronavirus, ensuring you can access the tax benefits available to you.

Follow the steps to complete the Form 8915e online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin completing the form by entering your name and social security number. If filing jointly, include only the information for the spouse being reported in this form.
3. Proceed to Part I to calculate your total distributions from all retirement plans including IRAs. Enter the amounts based on your Forms 1099-R.
4. Move on to Part II to report any qualified 2020 disaster distributions from retirement plans other than IRAs. Enter your costs as applicable.
5. If you have qualified 2020 disaster distributions from IRAs, complete Part III by entering the necessary details about these distributions.
6. Complete any additional details as necessary, ensuring that all parts are filled out correctly and completely.
7. After checking all entries, you can save changes to your form, download it, print it, or share it as needed.

Complete your Form 8915e online today for the benefits you may be entitled to!