Question

form8915B

Forum|Forum|6 years ago
March 26, 2020
1 reply
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Tubotax indicated that on 3/26/20 they would update my tax return with form 8915B. today is that day , WHATS THE DELAY. Arthur Birke, pesonally I don't understand the reason for this form or the delay

macuser_22

Employee

It appears that the revised 8915B did not make it to todays update. I suspect the reason and delay is because the IRS has not issued the revised form yet (the latest form available on the IRS site is dated 2018). Until the IRS releases the new specifications for that form there is nothing that TurboTax can do. (The new 2019 8915B form on the IRS site is draft only).

If you do not need the form then delete the 1099-R that produced it and re-enter answering NO to the disaster questions and leave all disaster related boxes blank.

Purpose of Form
Use Form 8915B if you were adversely
affected by a 2017 disaster listed in Qualified
2017 Disaster Distribution Requirements,
later, and you received a distribution that
qualifies for favorable tax treatment.

https://www.irs.gov/pub/irs-pdf/i8915b.pdf

**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.**