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.**