I did a rollover in 2019 and received the check and a 1099-R form for it. But I misplaced the check, so the actual rollover didn't occur until 2020. Do I file the 1099-R?

Forum|Forum|6 years ago
March 23, 2020
2 replies
8 views

I received the first rollover check in 2019, but I misplaced the check and had to void it and request a new one. But that second check wasn't issued until 2020, and so the rollover actually happened in 2020 instead of 2019.

TurboTax Free Edition Online

DavidD66

Level 15

If you received a Form 1099-R, you should report it on your tax return. It's the same rollover.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

macuser_22

Alumni - Champ

What code is in box 7 on the 1099-R?

**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.**