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New Member
posted Mar 25, 2020 12:22:38 PM

Federal return asking for 8915B from 2017?

Hello, after reviewing the taxes I am receiving an error indicating I need a form 8915B-T for 2017?

Why?

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3 Replies
Level 15
Mar 26, 2020 4:08:29 PM

If you did not have a 2017 Federal declared disaster area loss then you answered an interview question incorrectly.  Delete the 1099-R and re-enter answering NO to the disaster questions and leave all disaster related question boxes blank.

Expert Alumni
Mar 26, 2020 4:09:44 PM

If you had a distribution from a pension plan due to certain federally declared disasters in 2017, you can elect to include the distribution in your income over a three year period of time. So, it seems you may have chosen that option on your 2017 tax return.

 

 

Returning Member
Mar 29, 2020 12:10:20 PM

I did not take a 2017 disaster distribution, but TurboTax thinks that I did.

I have tried deleting 1099-Rs, re-entering them and answering the questions all over.  I did not come to questions asking for amounts redeposited.

 

At the time that I filled out my 2017 return I considered taking a distribution, but did not.

 

Is there anywhere else that TT could have gotten the false idea that I took a distribution, and how do I fix it?

 

I did take  advantage of extra time to file my return due to disaster declarations.