Enlarge image | OMB No. 1545-0074 Qualified 2019 Disaster Retirement Form 8915-D Plan Distributions and Repayments Attach to 2023 Form 1040, 1040-SR, or 1040-NR. 2023 Department of the Treasury Go to www.irs.gov/Form8915D for instructions and the latest information. Attachment Internal Revenue Service For coronavirus-related distributions, see Form 8915-F. Sequence No. 915 Name. If married, file a separate form for each spouse required to file 2023 Form 8915-D. See instructions. Your social security number Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no. Fill in Your Address Only if You Are Filing 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 This Form by Itself return, check here and Not With Your Tax Return Foreign country name Foreign province/state/county Foreign postal code Part I Qualified 2019 Disaster Distributions From Retirement Plans (Other Than IRAs) 1 Enter the amount, if any, from your 2021 Form 8915-D, line 11. If you checked the box on that line, enter -0- 1 2a Enter the amount, if any, from your 2022 Form 8915-D, line 8 . . . . . . . 2a b Enter the amount, if any, from your 2022 Form 8915-D, line 3 . . . . . . . 2b 3a Subtract line 2b from line 2a. If zero or less, enter -0-. This is your excess repayment from 2022 . . . . . . . . . . . . . . . . . . . 3a b Enter the amount from line 3a that you have already carried back to a prior year . . 3b 4 Subtract line 3b from line 3a . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Enter the total amount of any repayments you made for 2023. See instructions. Don’t use this form to report repayments of qualified disaster distributions for disasters other than qualified 2019 disasters . . . . 5 6 Add lines 4 and 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Amount subject to tax in 2023. Subtract line 6 from line 1. If zero or less, enter -0-. Include this amount in the total on 2023 Form 1040, 1040-SR, or 1040-NR, line 5b . . . . . . . . . . . . . . . 7 Part II Qualified 2019 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs 8 Enter the amount, if any, from your 2021 Form 8915-D, line 27. If you checked the box on that line, enter -0- 8 9a Enter the amount, if any, from your 2022 Form 8915-D, line 17 . . . . . . 9a b Enter the amount, if any, from your 2022 Form 8915-D, line 12 . . . . . . 9b 10a Subtract line 9b from line 9a. If zero or less, enter -0-. This is your excess repayment from 2022 . . . . . . . . . . . . . . . . . . . 10a b Enter the amount from line 10a that you have already carried back to a prior year . 10b 11 Subtract line 10b from line 10a . . . . . . . . . . . . . . . . . . . . . . . . 11 12 Enter the total amount of any repayments you made for 2023. See instructions. Don’t use this form to report repayments of qualified disaster distributions for disasters other than qualified 2019 disasters . . . . 12 13 Add lines 11 and 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 14 Amount subject to tax in 2023. Subtract line 13 from line 8. If zero or less, enter -0-. Include this amount in the total on 2023 Form 1040, 1040-SR, or 1040-NR, line 4b . . . . . . . . . . . . . . . 14 Sign Here Only if You 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. Are Filing This Form by Itself and Not With Your Tax Return Your signature Date Print/Type preparer’s name Preparer’s signature Date Paid Check if PTIN self-employed Preparer Firm’s name Firm’s EIN Use Only Firm’s address Phone no. For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 73793G Form 8915-D (2023) |