IRS Form: Qualified Disaster Retirement Plan Distributions Form, Instructions Updated (IRC §408)

Corrections to downloaded versions of Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments, or its instructions, the IRS provided May 31. If, on the 2021 Form 8915-F (2020 disasters), line 2, 3, or 4 of column (a), a filer has entered distributions that aren’t qualified disaster distributions, they should: 1. Enter on line 5, column (a), the sum of lines 2 through 4 in column (a) reduced by the total distributions in lines 2 through 4 in column (a) that aren’t qualified disaster distributions; and 2. Enter on line 7, the excess of the sum of lines 2 ...