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Retirement tax questions
A distribution and rollover of that distribution is reported in the tax year that the distribution was done, not the year of the rollover. You should receive a 2016 1099-R after Jan 31 to enter in the Retirement, 1099-R section and indicate in the follow-up questions that it was a rollover.
**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.**
May 31, 2019
6:50 PM