Since the distribution was made in 2017 and the Form 1099-R is for tax year 2017 it is to be reported on your 2017 tax return. When you actually received the funds is not relevant. Where asked what you did with the money, use the option "did something else"
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
