Coleen3
Intuit Alumni

Retirement tax questions

The (T) or (S) refers to Taxpayer or Spouse.

Form 8915 Qualified 2016 Disaster Retirement Plan Distributions and Repayments is required if you had either of these circumstances:

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

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

For more information see:

https://www.irs.gov/forms-pubs/about-form-8915-a-and-8915-b

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