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WITHDRAWAL/RED REQUEST FORM Northward 8779408777 Please Print or Type Forward To: First Trust Retirement Northward, c/o DST Systems, Inc. IMPORTANT INFORMATION: Each Alderney ve investment has specie.

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In 2023, use eFile.com to generate Form 8915-F to report repayment information about your 2020 distribution as applicable.

The IRS has issued revised Form 8915-F and Instructions for individual taxpayers to report retirement plan distributions due to qualified disasters and repayments of disaster distributions.

The account owner should file Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, with their federal tax return for the year in which the full amount of the RMD was required, but not taken.

You can allocate it for living expenses, start a new savings account, invest in the market, or give the money away to your family or a worthy cause. The options are unlimited once you withdraw the funds from your retirement account.

In 2023, use eFile.com to generate Form 8915-F to report repayment information about your 2020 distribution as applicable.

Form 8915-F can be completed electronically and e-filed with your tax return. Form 8915-F is a forever form. Form 8915-F is a redesigned Form 8915. Beginning in 2021, additional alphabetical Forms 8915 (that is, Form 8915-G, Form 8915-H, etc.) will not be issued.

IRS Form 8915-F for tax year 2022 has been available in TurboTax since March 9, 2023.

Go to .irs.gov/Form8915F for instructions and the latest information. Before you begin (see instructions for details): • Form 8915-F replaces Form 8915-E for 2021 and later years. Form 8915-E was used for coronavirus-related and other 2020 disaster distributions.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232