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posted Jun 4, 2019 7:37:35 PM

Do I need a 1099-R if I didn't withdraw money from my retirement in 2017?

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1 Best answer
Level 15
Jun 4, 2019 7:37:37 PM

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. 

1 Replies
Level 15
Jun 4, 2019 7:37:37 PM

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.