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queenpjoc
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Can I count a rollover from a retirement account (I no longer work for this company) to my IRA done before 4/15 on this year's return for 2018?

 
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Can I count a rollover from a retirement account (I no longer work for this company) to my IRA done before 4/15 on this year's return for 2018?

If done in 2019 then you will get a 2019 1099-R form the retirement account next year and it will go on your 2019 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.**

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2 Replies

Can I count a rollover from a retirement account (I no longer work for this company) to my IRA done before 4/15 on this year's return for 2018?

If done in 2019 then you will get a 2019 1099-R form the retirement account next year and it will go on your 2019 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.**

Can I count a rollover from a retirement account (I no longer work for this company) to my IRA done before 4/15 on this year's return for 2018?

And I think what you might be asking can't be done.  You mean to add it as an IRA contribution?  No.  It won't be a new IRA contribution.
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