! qualified disaster distribution over 3 years dies
Instruction 8915-F — Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments · 2026-10-03 edition · updated 2026-10-04 · United States
CAUTION before the last tax year of that 3-year period, the
distribution may no longer be spread over 3 years. The remainder of the distribution must be reported on the return of the deceased taxpayer. Include the remainder in the line 13 and/or line 24 totals, as applicable, of the Form 8915-F for the year of their last tax return.
Qualified Disaster Distribution Requirements
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