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.
**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.**