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New Member
posted Feb 7, 2022 4:43:42 PM

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

0 5 941
5 Replies
Intuit Alumni
Feb 7, 2022 6:47:58 PM

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.

Level 3
Feb 9, 2022 8:11:29 AM

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

Intuit Alumni
Feb 9, 2022 9:45:38 AM

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

@April 04

New Member
Mar 21, 2022 6:32:50 PM

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

Level 15
Mar 22, 2022 6:08:20 AM

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