# Form 8915-F

URL: https://pdf.net/pdf-forms/financial-forms/form-8915-f
Category: Financial Forms 
Attributes: Trusted by accountants

Form 8915-F is used by individuals adversely impacted by coronavirus and other qualified disasters beginning in 2021 to report retirement fund distributions and repayments.

Browse through our PDF Forms hub, and you’ll find the fillable Form 8915-F you can easily open in our editor and complete with the required information on the spot. Afterward, you can download it to your device for filing and further use.

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## Versions

- 2024 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/0f055b0ef6ff5eabff56eed5ed241e7995caccbc.pdf)

## How to Fill Out the Form 8915-F

Step 1: Check whether a specific event is considered a qualified disaster.

Step 2: Open Form 8915-F in our PDF editor.

Step 3: Indicate which year you are filing for and when the qualified disaster began.

Step 4: Follow the chart to learn which parts of the form you’re required to fill out, depending on your specific situation.

Step 5: Complete the document in accordance with the Form 8915-F instructions.

Step 6: Attach the document to Form 1040 and file it with the IRS.

## Facts

### What Is the Form 8915-F?

Form 8915-F is used to report repayments or income from a qualified distribution for disasters that occurred after 2021. Furthermore, it is used as a replacement for Form 8915-E for the coronavirus after 2020.

### Who Is Required to Fill Out Form 8915-F?

Anyone who received a qualified disaster distribution for the years and circumstances indicated above should fill out Form 8915-F to report this income or repayments made.

### When Is the Form 8915-F Due?

Form 8915-F is due by 15th April of the year when the distribution was made, as well as three subsequent years, when repayments must be made. You should send the document along with your federal income tax return (Form 1040), so the deadline for both forms is the same.

### What Are the Penalties for Not Submitting the Form 8915-F?

If you don’t submit Form 8915-F, you may be subject to the 10% early withdrawal penalty, which applies to all withdrawals made from a retirement fund before the age of 59½. Qualified disaster distributions are exempt from this, but only if they are properly reported.

### Where Do I File the Form 8915-F?

You should file Form 8915-F with the IRS, along with your federal income tax return. This can be done electronically or by mail, using the designated address that can be found on the official IRS website.

## Related forms

- [Form 1099-R](https://pdf.net/pdf-forms/tax-forms/form-1099-r)
- [Form 5329](https://pdf.net/pdf-forms/tax-forms/form-5329)
- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)
- [Form 1040-X](https://pdf.net/pdf-forms/tax-forms/form-1040-x)
- [Form 4972](https://pdf.net/pdf-forms/tax-forms/form-4972)