My 1099-R cannot be uploaded because it says the IRS hasn’t provided details on handling coronavirus related disbursements. When will that info be ready?

[SweetieJean]

As indicated, the IRS has not yet released the form to do this, nor have they said when they will do so.

[samanthamarie-fo · Accepted solution]

Thanks for your reply. Though you just rephrased my question, I was able to locate the information so I’ll share it for anyone else that may need it. It’s actually called an 8915-D form and will be available 2/18/2021. 

[SteamTrain]

@samanthamarie-fo 

For the vast majority of  COVID-related 1099-R issues, it is likely the 8915-E ....and not the "D". 

( But I can't know if your particular problem uses the "D" or not  :(

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"Coronavirus-related distributions. The coronavirus is the only qualified 2020 disaster reportable on Form 8915-E. If you, your spouse, your dependent, or a member of your household was impacted by the coronavirus and you made withdrawals from your retirement plan in 2020 before December 31, you may have coronavirus-related distributions eligible for special tax benefits on Form 8915-E"

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Here's the initial "Draft" form from Nov of 2020, but it's still undergoing edits......so what will it look like in the end ?????

https://www.irs.gov/pub/irs-dft/i8915e--dft.pdf

[dmertz]

Form 8915-D is for reporting qualified disaster distributions related to storms, flooding and wildfires that occurred in 2019.  It has nothing to do with reporting coronavirus-related distributions.