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June 16, 2020
Solved

Form 8915-B Not Generated by Turbo Tax

  • June 16, 2020
  • 2 replies
  • 0 views

This form has been generated by Turbo Tax for the past 2 years(2017 and 2018),  but not generated for 2019 tax year. What happened with this form ?    This software generated two forms 8915A for my husband and a 8915A for me with zeros amounts for 2019.  I don't need to file these two forms.  Will I have to manually fill out the 8915-b form?  

Best answer by macuser_22

The 8915-B is part of the 1099-R interview and will appear if you say you had a 2017 disaster. You must click through the interview after the 1099-R summary screen and the 2016 disaster.

 

 

 

2 replies

macuser_22
Employee
June 17, 2020

The 8915-B is part of the 1099-R interview and will appear if you say you had a 2017 disaster. You must click through the interview after the 1099-R summary screen and the 2016 disaster.

 

 

 

**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.**
mary1123Author
June 22, 2020

Thank you, I found the interview after the 1099-r list and the form 8915B was generated correctly.