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New Member
posted Jun 6, 2019 2:04:47 AM

Code P on 1099-R should reflect a deferral to 2019, but says in app, 2017???

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1 Replies
Level 15
Jun 6, 2019 2:04:49 AM

A *2018* 1099-R says 2017, the interview will then ask if it is a 2018 or 2018 1099-R.  Say 2019 and then code P means 2018, not 2017  (each tax year code P advances by a year.)