Do you have to enter the 1099 R in the tax year you received it or can you enter it the following year?

pryals · ‎February 5, 2020

ghost · ‎February 5, 2020

You must file the 1099-R form in the year it applies. A 2019 form must be included on your 2019 tax filing.

pryals · ‎February 10, 2020

Thanks for your response.

Retirement tax questions