Get Instructions 8915 Form

Use Form 8915-F if you were adversely impacted by the coronavirus or affected by a qualified 2020 or later disaster. It replaces Form 8915-E beginning in 2021.

Use Form 8915-D for distributions that were taken for disasters that occurred in 2019. Use Form 8915-E for distributions that were taken for disasters that occurred in 2020 (including Coronavirus-related distributions).

Form 8915-E is used by taxpayers who were adversely affected by the coronavirus in 2020 and who received a retirement plan distribution that qualifies for favorable tax treatment.

Use Form 8915-D for distributions and repayments that were taken for disasters that occurred in 2019. Use Form 8915-F for distributions and repayments that were taken for disasters that occurred in 2020, 2021, 2022, and 2023.

Income for prior years from IRA retirement plan qualified disaster distributions - from 2021 Form 8915-F Line 22- Report one third of the qualifying distribution you made during 2021 or the full distribution if you elected not to distribute it over three years.

Attach to Form 1040, 1040-SR, or 1040-NR. Go to .irs.gov/Form8915F for instructions and the latest information. Before you begin (see instructions for details): • Use Form 8915-F for 2021 and later disasters. Also, use it after 2020 for coronavirus-related and other 2020 disasters instead of Form 8915-E.

Attach to Form 1040, 1040-SR, or 1040-NR. Go to .irs.gov/Form8915F for instructions and the latest information. Before you begin (see instructions for details): • Use Form 8915-F for 2021 and later disasters. Also, use it after 2020 for coronavirus-related and other 2020 disasters instead of Form 8915-E.

Form 8915-E is used by taxpayers who were adversely affected by the coronavirus in 2020 and who received a retirement plan distribution that qualifies for favorable tax treatment.