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Get Form 8915-f (rev. January 2024)
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How to fill out the Form 8915-F (Rev. January 2024) online
Filling out Form 8915-F is essential for reporting qualified disaster retirement plan distributions. This guide provides a step-by-step approach to assist users in completing the form accurately and efficiently online.
Follow the steps to fill out Form 8915-F seamlessly online.
- Click ‘Get Form’ button to obtain the form and open it for editing.
- Enter your social security number in the designated field.
- Provide your name as it appears on your tax return; if married, ensure to file a separate form for each spouse.
- Fill in your home address, including street number and name or P.O. box, followed by your city, state, and ZIP code. If applicable, include your foreign address.
- Indicate if you are filing this form by itself or with your tax return by checking the appropriate box.
- In Part I, report the qualified disaster distributions from retirement plans excluding IRAs. Fill out lines 1a, 1b, and compute the excess repayment according to the instructions provided.
- Continue to Part II, where you will report qualified disaster distributions from Traditional, SEP, SIMPLE, and Roth IRAs. Complete lines 6a, 6b, and calculate any excess repayments.
- Add lines 3 and 4 from Part I and lines 8 and 9 from Part II to find total amounts that can be carried back.
- Before finalizing, sign and date the declaration, if filing this form by itself.
- Once completed, save your changes, and choose to download or print the form for your records.
Take the next step and complete your forms online for a seamless filing experience.
IRS Form 8915-F for tax year 2022 has been available in TurboTax since March 9, 2023. Does anyone know when Form 8915-F will be available on ... intuit.com https://ttlc.intuit.com › community › taxes › discussion intuit.com https://ttlc.intuit.com › community › taxes › discussion
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