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Retirement tax questions
A IRA distribution done *in* 2017 and rolled over within 60 days from the date of the distribution is a *2017* rollover reguardless of whether is spans calendar years or not. You should receive a 2017 1099-R for that and report it on a 2017 tax return. When entered in to TurboTax the distribution amount will go on line 15a on the 1040 form with the word "ROLLOVER" next to it and no taxable amount on line 15b (lines 11a/b on 1040A form).
**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
7:58 AM