Well, that was fun. I just called the IRS for help on how to handle this. She wasn't understanding of the situation. When I told her I had received a 1099R for the wrong year, she told me to just make it simple on myself and claim it for 2017. I tried to explain that the check wasn't written until January 2018 and, therefore, wasn't constructively received income until 2018. She just kept telling me that since the money had been reported to the IRS for 2017, they would be looking for it on my return for 2017 and I should just claim it. She then basically cut me off with a "Thank you for calling the IRS. Goodbye"
This is 2018 income and I need to report it as such. So, please tell me how I do this... I have input the 1099R income on line 15. Now how/where do I reverse the dollar amount and indicate that I intend to claim this on my 2018 return because that's the year the payment was issued to me? You said I'd have to file by mail, which is fine by me, but will I still be able to input everything on Turbo Tax? THANK YOU FOR YOUR HELP!
