AmyC
Expert Alumni

Retirement tax questions

The 8915-B is scheduled for today for print. When the word switches to available, you will know it is ready.

 

The 8915-B is for disasters from 2017. File 2020 Form 8915-B if either of the following applies:

 

  • You received a qualified 2017 disaster distribution in 2018 that you are including in income in equal amounts over 3 years.
  • You made a repayment of a qualified 2017 disaster distribution in 2020
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