Can I file my 2018 1099R on my 2019 taxes next year?

 

Retirement tax questions

No.  The 2018 Form 1099-R can only be filed on the 2018 tax return.

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

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Narbold
New Member

Retirement tax questions

Hi there,

I forgot to submit my 1099-R in 2019, and IRS adjusted my 1040 which I can’t find anymore. Can I file the same 1099-R for this year?

Retirement tax questions


@Narbold wrote:

Hi there,

I forgot to submit my 1099-R in 2019, and IRS adjusted my 1040 which I can’t find anymore. Can I file the same 1099-R for this year?


No.  A 2019 Form 1099-R cannot be entered on a 2020 tax return.