- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The "Relief for hurricane distributions" Requires forms 8915A/B that now has a 3/22/18 target date.
The IRS only released the paper/pdf for the new 2017 8915A and 8915B forms on 3/6/18 and the electronic schema specification are usually released by the IRS about 2 weeks after the pdf version. E-file providers must comply with the IRS schema rules to e-file.
After the IRS provides the electronic "schema" for the form, both the IRS and e-file providers must apply those new schemas to their software and conduct compatibility tests. Only after the IRS approves the test results can the forms be released in an update.
The IRS only released the paper/pdf for the new 2017 8915A and 8915B forms on 3/6/18 and the electronic schema specification are usually released by the IRS about 2 weeks after the pdf version. E-file providers must comply with the IRS schema rules to e-file.
After the IRS provides the electronic "schema" for the form, both the IRS and e-file providers must apply those new schemas to their software and conduct compatibility tests. Only after the IRS approves the test results can the forms be released in an update.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 6, 2019
6:25 AM