511855
You'll need to sign in or create an account to connect with an expert.
A 1099R for 2017 is only for distributions or rollovers made during 2017, and if none took place there will be no 1099R issued.
Now if you rolled any amount from one retirement account to another that will generate a 1099R and must be shown on the return. This may or may not be taxable to you, but has to be reflected in the return.
For example, taxable if goes from Traditional 401 K to Roth account.
A 1099R for 2017 is only for distributions or rollovers made during 2017, and if none took place there will be no 1099R issued.
Now if you rolled any amount from one retirement account to another that will generate a 1099R and must be shown on the return. This may or may not be taxable to you, but has to be reflected in the return.
For example, taxable if goes from Traditional 401 K to Roth account.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mpapadop
Level 1
mertkorkmaz885
New Member
fpho16
New Member
EKrish
Level 2
scorpionj73
New Member