JuanOscar
Returning Member

Retirement tax questions

In order to make sure the 20% penalty is not incurred for Qualified 2017 Disaster Retirement Plan Distributions and Repayments, Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayment needs to be used. 

Normally this form is created when you answer questions concerning your retirement distributions. Look for the question "Was this distribution due to Hurricane Harvey, Irma, or Maria?" When you answer "yes," the form will be added to your return .