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Retirement tax questions
But you said that is a 2016 1099-R that must be reported as a 2016 1099-R in the 2015 amended return.
Is it a 2016 1099-R or a 2017 1099-R? - The year of the 1099-R is on the form.
A 2017 1099-R with a code "P" is reported on a 2016 tax return. A 2016 1099-R with a code "P" is reported on a 2015 tax return.
Is it a 2016 1099-R or a 2017 1099-R? - The year of the 1099-R is on the form.
A 2017 1099-R with a code "P" is reported on a 2016 tax return. A 2016 1099-R with a code "P" is reported on a 2015 tax return.
**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.**
‎June 6, 2019
6:02 AM