Fillable Form 8915-E: Plan Distributions and Repayments Qualified 2020 (IRS)

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Form 8915-E: Plan Distributions and Repayments Qualified 2020 (IRS)

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Form 8915-E
2020
Qualified 2020 Disaster Retirement
Plan Distributions and Repayments
Department of the Treasury
Internal Revenue Service
(Use for Coronavirus-Related and Other Qualified 2020 Disaster 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
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).
• See Table 1 in the instructions for the list of qualified 2020 disasters.
•
If you are reporting distributions in Part I for more than one qualified 2020 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).
▲
!
CAUTION
• For coronavirus, check this box.
▶
Do not enter a disaster
name, a disaster beginning date, or an earliest distribution date
below. Coronavirus-related distributions can be made on or after
January 1, 2020, and before December 31, 2020.
• For 2020, qualified 2020 disaster distributions for a disaster other than the
coronavirus can be
made at any time in 2020 on or after the disaster’s beginning
date. See instructions.
Disaster name
▶
Disaster beginning date
▶
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)
Date earliest distribution made
▶
2
Distributions from traditional, SEP, and SIMPLE IRAs
Date earliest distribution made
▶
3
Distributions from Roth IRAs
Date earliest distribution made
▶
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. Don’t 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 Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 73787C
Form 8915-E (2020)
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. Don’t 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 Qualified 2020 Disaster Areas
Do not complete Part IV if your only disaster was the coronavirus. Complete this part only if in 2020 you
received a qualified distribution (as defined in the instructions) that you repaid, in whole or in part, before June
26, 2021. See instructions for allowable repayments. If the qualified distribution was received in 2019, see 2019
qualified distributions under Amending Form 8915-E in the instructions.
Caution: A distribution can't be a qualified distribution for the purchase or construction of a main home unless it is received
no more than 180 days before the disaster period begins and no more than 30 days after the disaster period ends.
Disaster name
▶
20 Did you receive a qualified distribution from a traditional, SEP, SIMPLE, or Roth IRA that is required to
be reported on 2020 Form 8606?
Yes. Complete lines 21 through 25 only if you also had qualified distributions not required to be
reported on 2020 Form 8606.
No. Go to line 21.
21
Enter the total amount of qualified distributions you received in 2020 for the purchase or construction
of a main home. Don’t include any amounts reported on 2020 Form 8606. Also, don’t include any
distributions you reported on line 6 or line 15, or on 2020 Form 8915-C or 2020 Form 8915-D, if any.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
22 Enter the applicable cost of distributions, if any. See instructions . . . . . . . . . . . .
22
23 Subtract line 22 from line 21 . . . . . . . . . . . . . . . . . . . . . . . . .
23
24 Enter the total amount of any repayments you made. See instructions for allowable repayments. Don’t
include any repayments treated as rollovers on 2020 Form 8606. See instructions . . . . . . .
24
25 Taxable amount. Subtract line 24 from line 23 . . . . . . . . . . . . . . . . . . 25
• If the distribution is from an IRA, include this amount in the total on 2020 Form 1040, 1040-SR, or 1040-NR, line 4b.
• If the distribution is from a retirement plan (other than an IRA), include this amount in the total on 2020 Form 1040, 1040-SR,
or 1040-NR, line 5b.
Note: You may be subject to an additional tax on the amount on line 25. See 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.
▲
Your signature
▲
Date
Paid
Preparer
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Print/Type preparer’s name
Preparer’s signature
Date
Check if
self-employed
PTIN
Firm’s name
▶
Firm’s EIN
▶
Firm’s address
▶
Phone no.
Form 8915-E (2020)
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Form 8915-E: Plan Distributions and Repayments Qualified 2020 (IRS)

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Completed 14 February 2021

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