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Level 2
June 5, 2019
Solved

I retired 12/18/18. January 2019 I received retirement pay for 12/19/18-12/31/18. Do I need a 1099r &claim this for 2018 or 2019 as it was received in January? Thank you!

  • June 5, 2019
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No, you don't claim this on your 2018 return.  You will receive a 1099-R for 2019 from the retirement manager and that will include this payment.

1 reply

Answer
June 5, 2019

No, you don't claim this on your 2018 return.  You will receive a 1099-R for 2019 from the retirement manager and that will include this payment.

mookie85Author
Level 2
June 5, 2019
Thank you very much !