Hi Support team,
I took "Qualified 2017 Disaster Retirement Plan Distributions". I used form 8915-B to repay the distributions in 3 installments ( In tax years: 2018, 2019, 2020). So I have completed all the payments in 2020 itself, so nothing is due.
Now I am preparing to file tax return for the year 2021, but the system is not letting me to file, I get the following message during review.
"It looks like some of your tax forms aren't ready. You've done a great job starting your taxes early, but it turns out some areas aren't yet ready for your specific tax situation. If you sign up for email notification, we'll let you know as soon as your forms are ready. Form 8915B-T (Qualified 2017 Disaster Retirement Plan Distributions)"
Since I have already paid all my distribution repayment, still why I get the above message. I don't think I need the form 8915B for tax year 2021. Please explain and advise how to proceed further.
Regards
Sundar
See if the Form 8915-B is in the list of forms for your account and if it is delete the 8915-B to see if this corrects the problem.
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Under the Review Form List, I see 8915B-T & 8915B-S listed
Should I need to delete both of the above forms?