@Cristexas wrote:
Hi there. I have 8915E-T but not 8915 (without the T) on my forms list. I see above you say both should be on there. Can it be either/or? I filed my amended return on 3/26/2021 and I am still waiting for the IRS to respond. I spoke to a Tax Advocate who said she did not see any forms regarding a request for a Qualified 2020 Disaster Retirement Plan Distributions and Repayments.
The Form 8915-E. Qualified 2020 Disaster Retirement Plan Distributions and Repayments would be included in the tax return that was filed if completed by the user. The 'T" is only a indicator used by the TurboTax program to indicate it is for the taxpayer who is listed first on the tax return. If the filing status on the return is Married Filing Jointly and the spouse also had a Qualified 2020 Disaster Retirement Plan Distributions and Repayments then there would also be a Form 8915-E (S) for the Spouse.
A Form 8915-E is completed separately for the taxpayer and the spouse if required.
