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I have a 1099-R from 2017 but didn't cash out my IRA until 2018 why do I have a 1099-R?
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Retirement tax questions
Is the IRA/SEP/SIMPLE box checked?
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Retirement tax questions
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Retirement tax questions
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Retirement tax questions
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Retirement tax questions
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Retirement tax questions
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Retirement tax questions
Yes. Just enter the 1099-R. The code G will make it a not taxable rollover.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]