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Caution: DRAFTNOT FOR FILING (IRS)

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The Internal Revenue Service (IRS) is a government agency responsible for collecting taxes and administering the federal statutory tax laws of the United States. The IRS provide tax assistance to taxpayers and pursue and resolve fraudulent tax filings.

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Caution: DRAFT—NOT FOR FILING
This is an early release draft of an IRS tax form, instructions, or publication,
which the IRS is providing for your information. Do not file draft forms and do
not rely on draft forms, instructions, and publications for filing. We do not
release draft forms until we believe we have incorporated all changes (except
when explicitly stated on this coversheet). However, unexpected issues
occasionally arise, or legislation is passed—in this case, we will post a new draft
of the form to alert users that changes were made to the previously posted draft.
Thus, there are never any changes to the last posted draft of a form and the final
revision of the form. Forms and instructions generally are subject to OMB
approval before they can be officially released, so we post only drafts of them
until they are approved. Drafts of instructions and publications usually have some
changes before their final release.
Early release drafts are at IRS.gov/DraftForms
and remain there after the final
release is posted at IRS.gov/LatestForms. All information about all forms,
instructions, and pubs is at IRS.gov/Forms.
Almost every form and publication has a page on IRS.gov with a friendly
shortcut. For example, the Form 1040 page is at IRS.gov/Form1040
; the Pub. 501
page is at IRS.gov/Pub501; the Form W-4 page is at IRS.gov/W4; and the
Schedule A (Form 1040/SR) page is at IRS.gov/ScheduleA. If typing in a link
above instead of clicking on it, be sure to type the link into the address bar of your
browser, not a Search box.
If you wish, you can submit comments to the IRS about draft or final forms,
instructions, or publications at IRS.gov/FormsComments
. We cannot respond to
all comments due to the high volume we receive and may not be able to consider
many suggestions until the subsequent revision of the product.
If you have comments on reducing paperwork and respondent (filer) burden,
with respect to draft or final forms, please respond to the relevant information
collection through the Federal Register process; for more info, click here
.
DO NOT FILE
November 9, 2020
DRAFT AS OF
Form
8915-E
Department of the Treasury
Internal Revenue Service
Qualified 2020 Disaster Retirement
Plan Distributions and Repayments
(Use for Coronavirus-Related Distributions)
▶
Go to www.irs.gov/Form8915E for instructions and the latest information.
▶
Attach to 2020 Form 1040, 1040-SR, or 1040-NR.
OMB No. 1545-0074
2020
Attachment
Sequence No.
915
Name. If married, file a separate form for each spouse required to file 2020 Form 8915-E. See instructions. Your social security number
Fill in Your Address Only
if You Are Filing This
Form by Itself and Not
With Your Tax Return
▲
Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete the
spaces below (see instructions).
If this is an amended
return, check here
▶
Foreign country name Foreign province/state/county Foreign postal code
Before you begin:
• Complete 2020 Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments, and 2020 Form 8915-C,
Qualified 2018 Disaster Retirement Plan Distributions and Repayments, if applicable.
• If you completed Part I of 2020 Form 8915-D, or of 2020 Form 8915-C, see the Caution in Column (a) in the instructions to figure
the amounts for column (a).
Part I
Total Distributions From All Retirement Plans (Including IRAs).
▲
!
CAUTION
Form 8915-E only covers 2020 coronavirus-related
distributions. The distribution must be made before
December 31, 2020. See instructions.
Complete lines 1 through 4 of one column
before going to the next column.
(a)
Total distributions
in 2020
(see instructions)
(b)
Qualified
2020 disaster
distributions
made in 2020
(see instructions)
(c)
Allocation of
column (b)
(see instructions)
1 Distributions from retirement plans (other than IRAs) . . . . . . .
2 Distributions from traditional, SEP, and SIMPLE IRAs . . . . . .
3 Distributions from Roth IRAs . . . . . . . . . . . . . .
4
Totals. Add lines 1 through 3 in columns (a) and (b). Complete column
(c) if line 4, column (b), is more than $100,000. Otherwise, leave
column (c) blank . . . . . . . . . . . . . . . . . .
100,000
5
If you completed column (c), enter the excess of the amount on line 4, column (a), over $100,000.
Otherwise, enter the excess of the amount on line 4, column (a), over the amount on line 4, column
(b). Report these distributions under the normal rules in accordance with the instructions for your
tax return
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Part II
Qualified 2020 Disaster Distributions From Retirement Plans (Other Than IRAs)
6 If you completed line 1, column (c), enter that amount. Otherwise, enter the amount from line 1,
column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
7 Enter the applicable cost of distributions, if any. See instructions . . . . . . . . . . . .
7
8 Subtract line 7 from line 6 . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 If you elect NOT to spread the taxable amount over 3 years, check this box
▶ and enter the
amount from line 8 (see instructions). You must check this box if you check the box on line 17.
Otherwise, divide line 8 by 3.0 . . . . . . . . . . . . . . . . . . . . . . . .
9
10
Enter the total amount of any repayments you made before filing your 2020 tax return. But don’t
include repayments made later than the due date (including extensions) for that return. Do not use this
form to report repayments of qualified 2016, 2017, 2018, or 2019 disaster distributions. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
11
Amount subject to tax in 2020. Subtract line 10 from line 9. If zero or less, enter -0-. Include
this amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 5b . . . . . . . . .
11
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 73787C
Form 8915-E (2020)
DO NOT FILE
November 9, 2020
DRAFT AS OF
Form 8915-E (2020)
Page 2
Before you begin: Complete 2020 Form 8606, Nondeductible IRAs, if required.
Part III
Qualified 2020 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs
12
Did you receive a qualified 2020 disaster distribution from a traditional, SEP, SIMPLE, or Roth IRA that
is required to be reported on 2020 Form 8606?
Yes. Go to line 13. No. Skip lines 13 and 14, and go to line 15.
13
Enter the amount, if any, from 2020 Form 8606, line 15b. But if you are entering amounts here and on
2020 Form 8915-D, line 22, or Form 8915-C, line 23, only enter on line 13 the amount on Form 8606,
line 15b, attributable to Form 8915-E distributions. See the instructions for Form 8606, line 15b . .
13
14
Enter the amount, if any, from 2020 Form 8606, line 25b. But if you are entering amounts here and on
2020 Form 8915-D, line 23, or Form 8915-C, line 24, only enter on line 14 the amount on Form 8606,
line 25b, attributable to Form 8915-E distributions. See the instructions for Form 8606, line 25b . .
14
15 If you completed line 2, column (c), enter that amount. Otherwise, enter the amount from line 2,
column (b), if any. Don’t include on line 15 any amounts reported on 2020 Form 8606 . . . . .
15
16 Add lines 13, 14, and 15 . . . . . . . . . . . . . . . . . . . . . . . . . .
16
17 If you elect NOT to spread the taxable amount over 3 years, check this box
▶ and enter the
amount from line 16 (see instructions). You must check this box if you checked the box on line 9.
Otherwise, divide line 16 by 3.0 . . . . . . . . . . . . . . . . . . . . . . .
17
18
Enter the total amount of any repayments you made before filing your 2020 tax return. But don’t
include any repayments made later than the due date (including extensions) for that return.
Do not use this form to report repayments of qualified 2016, 2017, 2018, or 2019 disaster
distributions. See instructions . . . . . . . . . . . . . . . . . . . . . .
18
19
Amount subject to tax in 2020. Subtract line 18 from line 17. If zero or less, enter -0-. Include
this amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 4b . . . . . . .
19
Part IV
Qualified Distributions for the Purchase or Construction of a Main Home in Certain 2020 Disaster Areas
Reserved for future use. Leave Part IV blank. See instructions.
20
This line is reserved for future use. If needed in the future, this line would be used for qualified
distributions both received from IRAs and required to be reported on 2020 Form 8606.
Yes. Reserved for future use.
No. Reserved for future use.
21
This line is reserved for future use. If needed in the future, this line would be used for qualified
distributions received in 2020 for the purchase or construction of a main home. . . . . . . .
21
22
This line is reserved for future use. If needed in the future, this line would be used for the applicable
cost of distributions . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
23
This line is reserved for future use. If needed in the future, this line would be used to subtract line 22
from line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23
24
This line is reserved for future use. If needed in the future, this line would be used for the total amount
of repayments made . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
25
This line is reserved for future use. If needed in the future, this line would be used for the Taxable
amount and will provide the Form 1040, 1040-SR, or 1040-NR line on which that amount should be
placed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
25
Sign Here Only if You
Are Filing This Form
by Itself and Not With
Your Tax Return
Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
▲
Your signature
▲
Date
Paid
Preparer
Use Only
Print/Type preparer’s name
Preparer’s signature
Date
Check if
self-employed
PTIN
Firm’s name
▶
Firm’s address
▶
Firm’s EIN
▶
Phone no.
Form 8915-E (2020)
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Caution: DRAFTNOT FOR FILING (IRS)

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Completed 27 January 2021

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