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Get Irs Instructions 8915-d 2024-2026
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How to fill out the IRS Instructions 8915-D online
Filling out IRS Form 8915-D is essential for reporting repayments related to qualified disaster distributions from retirement plans due to the 2019 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 successfully complete IRS Form 8915-D online.
- Click ‘Get Form’ button to obtain the form and open it for editing.
- Review the general instructions section carefully to understand the purpose of the form. Ensure you have all necessary information regarding your qualified disaster distributions and repayments.
- In the first section of the form, input your name and Social Security Number (SSN). If you are filing jointly, enter only the name and SSN of the spouse whose information applies to this form.
- Write 'Puerto Rico Earthquakes (DR-4473-PR)' at the top of page 1 to indicate the relevant disaster.
- Complete Part I if you made repayments from retirement plans other than IRAs. Report the details of the repayments, starting with the amount on line 1 and following through to line 6.
- If you made repayments from IRAs, complete Part II. Similarly, report the repayment amounts beginning with line 6a for the total repayments made.
- Ensure to review any carryback amounts and accurately report them if applicable, following the specific guidelines outlined in the instructions.
- After completing the form, save your changes. You can download and print a copy for your records or share it as required. Review all information to verify its accuracy before final submission.
Start filling out your IRS Instructions 8915-D online today for accurate reporting and compliance.
Form 8915-E lets you report the penalty-free distribution The tax on a coronavirus-related distribution is paid over three tax years (2020, 2021, and 2022). Or, you can opt to pay the entire tax liability with your 2020 tax return. The distribution is not subject to the 10% additional tax.
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