Get Irs 8915-c 2020-2025

Filling out the IRS Form 8915-C online can be a straightforward process if you understand its components and instructions. This comprehensive guide will provide you with clear steps to accurately complete the form regarding qualified disaster retirement plan distributions and repayments.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it in the digital editor.
2. Enter your social security number in the designated field at the top of the form.
3. Provide your name. If you are married and both need to file, ensure each spouse has a separate form.
4. Fill in your home address. Note that this is only necessary if you are submitting this form independently and not with your tax return.
5. Indicate your disaster name and the date of the last distribution made.
6. Start filling in Part I by entering total distributions from all retirement plans, including IRAs, in the relevant columns.
7. Complete all required calculations as specified in the instructions in Part I for each disaster-related distribution.
8. Proceed to Part II, where you will report qualified disaster distributions from retirement plans other than IRAs.
9. Follow the prompts to enter any applicable amounts from previous forms 8915-C, while adhering to the guidance provided in the instructions.
10. Continue to fill out Parts III and IV as applicable, ensuring to enter any repayments made before filing your tax return and completing the corresponding calculations.
11. Review all provided information for accuracy before finalizing your submission.
12. Once you have completed the form, you can save your changes, download, print, or share as necessary.

Complete your IRS forms online to ensure timely processing and compliance.