After you file

A code P when entered into the 2018 software will ask what year the 1099-R is for.  Choose 2019 and then the taxable in 2017 changes to taxable in 2018.   The year on the 1099-R advances the "taxable in year" by 1 each year.

 

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**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.**

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