Question

Why does Turbotax think I need to file form 8915-B if it has been 4 years since I took an IRA Withdrawal?

Forum|Forum|4 years ago
February 10, 2022
1 reply
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I took a IRA distribution four years ago and filed form 8915-B for three years. This year (the forth) Turbotax is again wanting me to file form 8915-B. That said all the form has is Line 10 "This account can be carried back to reduce the amount subject to tax in a prior year"

My read was that you only had three years from the IRA withdrawal date to amend a prior year tax return to re-contribute to the IRA. As this is the forth year, this seems to be in error.

TurboTax Home & Biz Windows

AmyC

Employee

It sounds like an error but it is not. Some people received their qualified 2017 distribution in 2018 so this is year 3 for them. Most people, like you, are done with the form. You can delete it. See How to Delete

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