Form 8915-A 

Department of the Treasury 

Internal Revenue Service 

Qualified 2016 Disaster Retirement 

Plan Distributions and Repayments

▶ Go to www.irs.gov/Form8915A 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

2020

Attachment 

Sequence No. 915

Name. If married, file a separate form for each spouse required to file 2020 Form 8915-A. 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).

Foreign country name Foreign province/state/county Foreign postal code

Part I Qualified 2016 Disaster Distributions From Retirement Plans (Other Than IRAs)

1 Enter the amount, if any, from your 2019 Form 8915-A, line 6 . . . . . . 1

2 Enter the amount, if any, from your 2019 Form 8915-A, line 1 . . . . . . 2

3 Subtract line 2 from line 1. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 3

4 Enter the total amount of any repayments you made in 2020 that were not included on your 2019 

Form 8915-A. But don’t include repayments made after the 3-year cutoff date. Don’t use this form to 

report repayments of qualified 2017, 2018, 2019, or 2020 disaster distributions from retirement plans 

(other than IRAs). See instructions . . . . . . . . . . . . . . . . . . . . . . . 4

5 Enter the sum of the amount from line 4 and the amount from line 3 you have not already carried back 

to a prior year. This amount can be carried back to reduce the amount subject to tax in a prior year. 

See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Part II Qualified 2016 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs 

6 Enter the amount, if any, from your 2019 Form 8915-A, line 13 . . . . . 6

7 Enter the amount, if any, from your 2019 Form 8915-A, line 8 . . . . . . 7

8 Subtract line 7 from line 6. If zero or less, enter -0- . . . . . . . . . . . . . . . . . 8

9 Enter the total amount of any repayments you made in 2020 that were not included on your 2019 

Form 8915-A. But don’t include repayments made after the 3-year cutoff date. See instructions. Don’t 

use this form to report repayments of qualified 2017, 2018, 2019, or 2020 disaster distributions from

IRAs, but see the Caution in Line 9 in the instructions . . . . . . . . . . . . . . . . 9

10 Enter the sum of line 9 and the amount from line 8 you have not already carried back to a prior year. 

This amount can be carried back to reduce the amount subject to tax in a prior year. See instructions 10

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 

Use Only

Print/Type preparer’s name Preparer’s signature Date Check if 

self-employed

PTIN

Firm’s name ▶

Firm’s address ▶

Firm’s EIN ▶

Phone no.

For Privacy Act and Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71167K Form 8915-A (2020)