Get Irs 8915-d 2024-2025

Filling out the IRS 8915-D form can be an essential task for individuals who received qualified disaster retirement plan distributions due to the Puerto Rico earthquakes. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to fill out the IRS 8915-D online effectively.

1. Click the ‘Get Form’ button to access the IRS 8915-D form and open it in your preferred editor.
2. Enter your social security number in the designated field. Ensure accuracy to avoid processing delays.
3. Provide your name. If you are filing jointly, make sure to submit a separate form for each spouse required to file the 2024 Form 8915-D.
4. Fill in your home address, including the number and street, and if applicable, your apartment number. Ensure the accuracy of all parts of your address.
5. Indicate your city, state, and ZIP code. If you have a foreign address, complete the additional fields for foreign country, province/state/county, and postal code.
6. Proceed to Part I. Here, enter the amount from your 2023 Form 8915-D, line 6 in line 1a and line 1b.
7. Calculate line 2a by subtracting the amount in line 1b from line 1a. If the result is zero or less, put -0-. This is your excess repayment from 2023.
8. Continue to line 4 and enter the total repayments you made for 2024. Remember, this form is exclusively for repayments related to the Puerto Rico earthquakes.
9. Total the amounts in lines 3 and 4 and enter the result in line 5. This total can potentially help reduce your tax bill for a prior year.
10. If you are completing Part II for IRA distributions, repeat the appropriate entry and subtraction steps as indicated for lines 6a, 6b, 7a, 7b, 9, and 10.
11. If filing the form independently and not with your tax return, sign where indicated and provide your printed name and date. If applicable, also include preparer's details.
12. Once you have completed all sections, review the form for accuracy. You may then save your changes, download, print, or share the finished form as necessary.

Take action now and complete your IRS 8915-D form online to ensure accurate reporting and compliance.