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posted Jun 4, 2019 6:06:35 PM

When will the system be updated for Hurricane Harvey tax relief?

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2 Replies
Level 6
Jun 4, 2019 6:06:37 PM

For your federal personal tax return, there are two Hurricane related tax relief forms that are pending IRS release:  Form 4684, Casualties and Thefts, and Form 8915, Qualified Hurricane Retirement Plan Distributions & Repayments.  Depending on your version of TurboTax, Form 4684 may be available now.  

Form 4684:  To qualify for the loss you must live in an officially declared disaster area.  If your net loss is greater than $500, you do not need to itemize and can instead increase your Standard Deduction by the loss.  

Form 8915B:  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.

You may also view this TurboTax FAQ below with the expected release date of all IRS pending forms.  Click "See entire answer" for the full list view.

https://ttlc.intuit.com/replies/3319876

See the second TurboTax FAQ below for more information on official disaster areas.  Click "See entire answer" for the full page view.

[Edited 3.24.18 | 10:00 PM]
https://ttlc.intuit.com/replies/6395931

Level 6
Jun 4, 2019 6:06:38 PM

@3koniecznys The print version of Form 8915B is now available.  See edited post for additional information.