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chippy12
New Member

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

 
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Accepted Solutions
CarolC
Level 6

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

The print version of Form 8915B, Qualified Hurricane Retirement Plan Distributions & Repayments is available in TurboTax.  You will need to print and mail in your tax return as the IRS has not released the e-file version of the form.  The e-file version should be available from the IRS sometime in April.  However, the exact date is unknown at this time.

This form is needed so you won't pay the 10% penalty on early retirement plan distributions.  However, taxpayers over the age of 59 1/2, can uncheck the hurricane box as the early distribution penalty would not apply.

See this TurboTax article Hurricane Victims Get Additional Relief with the Disaster Tax Relief and Airport and Airway Extensio... for more information.

[Edited 3.24.18 | 10:00 PM]

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7 Replies
CarolC
Level 6

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

The print version of Form 8915B, Qualified Hurricane Retirement Plan Distributions & Repayments is available in TurboTax.  You will need to print and mail in your tax return as the IRS has not released the e-file version of the form.  The e-file version should be available from the IRS sometime in April.  However, the exact date is unknown at this time.

This form is needed so you won't pay the 10% penalty on early retirement plan distributions.  However, taxpayers over the age of 59 1/2, can uncheck the hurricane box as the early distribution penalty would not apply.

See this TurboTax article Hurricane Victims Get Additional Relief with the Disaster Tax Relief and Airport and Airway Extensio... for more information.

[Edited 3.24.18 | 10:00 PM]

B04
New Member

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

First the update was coming 2/23/18, then it got pushed to 3/1/18 and now it says 3/8/18. I've had my taxes filled out for almost a month waiting on this update. VERY FRUSTRATING!
pgnanaolivu08
New Member

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

I was informed yesterday the date was 3/15/2018.
CarolC
Level 6

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

@chippy12 The IRS release date for Form 8915B, Qualified 2017 Retirement Plan Distribution & Repayments, has changed.  The new release date:  3/15/18.
CarolC
Level 6

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

@chippy12 The IRS release date for Form 8915B, Qualified 2017 Retirement Plan Distribution & Repayments, has changed.  The new release date:  3/22/18
TomB
New Member

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

be careful, now TurboTax just passes over the check of this form and allows you to file without an error
CarolC
Level 6

Is the UPDATE for the Provisions Hurricane Relief Retirement Distributions been done? 1099-R..Hurricane Box is checked and I can't finish my taxes.

@chippy12 @B04 @pgnanaolivu08 @TomB The print version of Form 8915B is now available.  See edited post for additional information.

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