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What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

 
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5 Replies
CarissaM
Intuit Alumni

What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

Use Form 8915-A if you were adversely affected by a 2016 disaster and you received a distribution that qualifies for favorable tax treatment.

Use Form 8915-B if you were adversely affected by a 2017 disaster and you received a distribution that qualifies for favorable tax treatment.

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What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

These forms aren’t even listed or available on the forms list.  So when will they be available? 

AkinaLO
Intuit Alumni

What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

Are you looking for these forms so you can file your tax return?

@April 04

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Adr_bb83
New Member

What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

I never received a disaster relief in 2017? Why can’t I e-file? 

What exactly is Forms 8915A-T and 8915B-T ? Ive never seen it before on my taxes

If TurboTax believes you received disaster relief in 2017, you may not be able to e-file because the form relevant to that relief (Form 8915-B, Qualified 2017 Disaster Retirement Plan Distributions & Repayments) isn’t available for e-filing in TurboTax.  See Federal Individual Forms Availability

That said, there is a fix available that has worked on similar issues, and may work for you here.  Try the following steps if you’re using TurboTax Online to see if this clears things up:

  1. Select Federal in the left pane.  If you don’t see it, and you’re on a screen that displays the categories Personal Info, Income & Expenses, and others in the center of the screen, select the dropdown to the right of Income & Expenses, then select Review/Edit 

  2. Select Income & Expenses in the top banner

  3. Scroll to the bottom of the section without making any changes, and select Wrap Up Income

  4. Continue through the screens until you see a screen that asks if you’ve taken a disaster distribution.  Select No, I didn’t, then select Continue

  5. Run the Federal Review to see if the error persists

@Adr_bb83

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