Fillable Form 8915-C: Plan Distributions and Repayments Qualified 2018 (IRS)

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Form 8915-C: Plan Distributions and Repayments Qualified 2018 (IRS)

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Form 8915-C
2020
Qualified 2018 Disaster Retirement
Plan Distributions and Repayments
Department of the Treasury
Internal Revenue Service
▶
Go to www.irs.gov/Form8915C for instructions and the latest information.
▶
For coronavirus-related distributions, see Form 8915-E.
▶
Attach to 2020 Form 1040, 1040-SR, or 1040-NR.
OMB No. 1545-0074
Attachment
Sequence No.
915
Name. If married, file a separate form for each spouse required to file 2020 Form 8915-C. 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:
• Qualified 2018 disaster distributions are limited to $100,000 per disaster. If your qualified 2018 disaster distributions made in 2018 and 2019 for a
disaster totaled $100,000, you do not have qualified 2018 disaster distributions available for that disaster in 2020 and should not include
distributions in Part I below for that disaster. See instructions.
• See Table 1 in the instructions for the list of qualified 2018 disasters.
• If you are reporting distributions in Part I for more than one qualified 2018 disaster, see the instructions to determine whether you should use
Worksheet 2 to figure the amounts to enter in Part I, column (b), below. If you must use Worksheet 2, check this box
▶
Part I Total Distributions From All Retirement Plans (Including IRAs)
Complete line 1 first. Then, complete lines 2 through 5 of one column before going to the next column.
Caution: A 2020 distribution can’t be a qualified 2018 disaster distribution unless it was made
before June 17, 2020.
Disaster name
▶
Date last distribution made
▶
(a)
Total
distributions
in 2020
(b)
Qualified 2018
disaster
distributions
(see instructions)
(c)
Allocation of
column (b)
(see instructions)
1
If you are reporting only one disaster for 2020, enter in columns (b) and (c) the amount
described below for your situation. Otherwise, see Worksheet 2 in the instructions.
• If you didn’t file 2018 or 2019 Form 8915-C, enter -0-.
• If you filed 2018 or 2019 Form 8915-C (or both), and the disaster for which you are
reporting distributions on this form is different from the disaster(s) for which you reported
distributions on 2018 and 2019 Forms 8915-C, enter -0-.
• If you filed 2018 and 2019 Forms 8915-C, you reported distributions for only one disaster
(the same disaster) on those forms, and you are reporting distributions for that same
disaster on this form, enter the amount from your 2019 Form 8915-C, line 5, column (b).
• If you filed 2018 or 2019 Form 8915-C (but not both) on which you reported distributions
for more than one disaster and one of those disasters is the disaster for which you are
reporting distributions on this form, enter the amount for that disaster from line 4 of
column (X) in Worksheet 2 in the 2018 Form 8915-C instructions, or from line 5 of column
(X) in Worksheet 2 in the 2019 Form 8915-C instructions, whichever is applicable.
• If your situation isn’t described above, see Worksheet 2 in the instructions.
If you are reporting only one disaster for 2020 and the amount you are entering in
column (b) is $100,000 or more, do not complete this part; you have no qualified
2018 disaster distributions in 2020 . . . . . . . . . . . . . . .
2 Distributions from retirement plans (other than IRAs) made in 2020 . . . . . .
3 Distributions from traditional, SEP, and SIMPLE IRAs made in 2020 . . . . . .
4 Distributions from Roth IRAs made in 2020 . . . . . . . . . . . . .
5
Totals. Add lines 1 through 4 in columns (a) and (b). If line 5, column (b), is more than
$100,000 and you did not use Worksheet 2, you must complete column (c). Otherwise,
leave column (c) blank. See Column (c) in the instructions . . . . . . . . .
100,000
6 Subtract line 1 in column (c) from $100,000 . . . . . . . . . . . . .
7
If you completed column (c), enter the excess of the amount on line 5, column (a), over the amount on line 6,
column (c). Otherwise, enter the excess of the amount on line 5, column (a), over the sum of the amounts on
lines 2 through 4 in column (b). Report these distributions under the normal rules in accordance with the
instructions for your tax return . . . . . . . . . . . . . . . . . . . . . . . . .
7
Part II Qualified 2018 Disaster Distributions From Retirement Plans (Other Than IRAs)
8 Did you enter an amount on line 2, column (b)?
No. Skip lines 8 through 11, and go to line 12.
Yes. If you completed line 2, column (c), enter that amount. Otherwise, enter the amount from line 2, column (b)
8
9 Enter the applicable cost of distributions, if any. See instructions . . . . . . . . . . . . . . . 9
10 Subtract line 9 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 If you elect NOT to spread the taxable amount over 3 years, check this box
▶
and enter the amount from line
10 (see instructions). You must check this box if you check the box on line 27. Otherwise, divide line 10 by 3.0
11
For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 72465B
Form 8915-C (2020)
Form 8915-C (2020)
Page 2
Part II Qualified 2018 Disaster Distributions From Retirement Plans (Other Than IRAs) (continued)
12 Enter the amount, if any, from your 2018 Form 8915-C, line 9. If you checked the box on that line, enter -0- . 12
13 Enter the amount, if any, from your 2019 Form 8915-C, line 11. If you checked the box on that line, enter -0- . 13
14 Add lines 11, 12, and 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Enter the amount, if any, from your 2019 Form 8915-C, line 18 . . . . . . . . . 15
16 Enter the amount, if any, from your 2019 Form 8915-C, line 13 . . . . . . . . . 16
17 Subtract line 16 from line 15. If zero or less, enter -0- . . . . . . . . . . . . . . . . . .
17
18
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. Don’t use this form to report
repayments of qualified 2016, 2017, 2019, or 2020 disaster distributions. See instructions . . . . . . .
18
19 Add lines 17 and 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
20 Amount subject to tax in 2020. Subtract line 19 from line 14. If zero or less, enter -0-. Include this amount in
the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 5b . . . . . . . . . . . . . . . .
20
Before you begin: Complete 2020 Form 8606, Nondeductible IRAs, if required.
Part III Qualified 2018 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs
21 Did you enter an amount on line 3, column (b), or line 4, column (b)?
Yes. Go to line 22.
No. Skip lines 22 through 27, and go to line 28.
22
Did you receive a qualified 2018 disaster distribution from a traditional, SEP, SIMPLE, or Roth IRA that is required
to be reported on 2020 Form 8606?
Yes. Go to line 23.
No. Skip lines 23 and 24, and go to line 25.
23
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-E, line 13, only enter on line 23 the amount on Form 8606, line 15b,
attributable to Form 8915-C distributions. See the instructions for Form 8606, line 15b . . . . . . . .
23
24
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-E, line 14, only enter on line 24 the amount on Form 8606, line 25b,
attributable to Form 8915-C distributions. See the instructions for Form 8606, line 25b . . . . . . . .
24
25 If you completed line 3, column (c), enter that amount. Otherwise, enter the amount from line 3, column (b), if
any. Don’t include on line 25 any amounts reported on 2020 Form 8606 . . . . . . . . . . . .
25
26 Add lines 23, 24, and 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 If you elect NOT to spread the taxable amount over 3 years, check this box
▶
and enter the amount from line
26 (see instructions). You must check this box if you check the box on line 11. Otherwise, divide line 26 by 3.0
27
28 Enter the amount, if any, from your 2018 Form 8915-C, line 17. If you checked the box on that line, enter -0- . 28
29 Enter the amount, if any, from your 2019 Form 8915-C, line 26. If you checked the box on that line, enter -0- . 29
30 Add lines 27, 28, and 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Enter the amount, if any, from your 2019 Form 8915-C, line 33 . . . . . . . . . 31
32 Enter the amount, if any, from your 2019 Form 8915-C, line 28 . . . . . . . . . 32
33 Subtract line 32 from line 31. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . 33
34
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. Don’t use this form to report
repayments of qualified 2016, 2017, 2019, or 2020 disaster distributions. See instructions . . . . . . .
34
35 Add lines 33 and 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
36 Amount subject to tax in 2020. Subtract line 35 from line 30. If zero or less, enter -0-. Include this amount in
the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 4b . . . . . . . . . . . . . . . .
36
Part IV
Qualified Distributions for the Purchase or Construction of a Main Home in Qualified 2018 Disaster Areas
Caution: If you are repaying, before June 18, 2020, a qualified distribution received in 2018 or 2019 for the purchase or construction of a
main home in a qualified 2018 disaster area, report the repayment on an amended 2018 or 2019 Form 8915-C, Part IV, or an amended tax
return, as applicable. See Part IV under Specific Instructions in the instructions. If the qualified distribution was received in 2017, see 2017
qualified distributions under Amending Form 8915-C in the instructions.
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.
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Firm’s EIN
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Firm’s address
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Phone no.
Form 8915-C (2020)
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Form 8915-C: Plan Distributions and Repayments Qualified 2018 (IRS)

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Completed 15 March 2021

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