Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
queenpjoc
New Member

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?

 
1 Best answer

Accepted Solutions
macuser_22
Level 15

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.**

View solution in original post

2 Replies
macuser_22
Level 15

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.**
VolvoGirl
Level 15

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.
Dynamic AdsDynamic Ads
Privacy Settings
v