Get Irs Instructions 8915-d 2021-2025

Filling out the IRS Instructions 8915-D can seem complex, but this guide will provide you with a clear, step-by-step approach to complete it online efficiently. This form is essential for reporting qualified 2019 disaster distributions and repayments associated with such distributions.

Follow the steps to fill out IRS Instructions 8915-D.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Identify whether you must file the form based on the criteria provided, such as receiving a qualified 2019 disaster distribution or making repayments.
3. Fill out Part I to report total distributions from all retirement plans, ensuring you only include those related to the Puerto Rico Earthquakes disaster.
4. Complete Parts II and III to specify your qualified 2019 disaster distributions and any repayments you have made. Accurately report the amounts and decide if you want to spread the income over three years or include it all in the present year.
5. Use Part IV if you are reporting repayments specifically for the purchase or construction of a main home in a disaster area.
6. Review each entry carefully to ensure accuracy and compliance with IRS guidelines.
7. Save your form, and when ready, download, print, or share it as necessary.

Complete your IRS 8915-D form online today to ensure proper reporting and compliance.