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I forgot to claim $6050 of rollover for 2018. There was no 1099. Can't I just add it in?

 
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1 Reply
dmertz
Level 15

I forgot to claim $6050 of rollover for 2018. There was no 1099. Can't I just add it in?

If there was no Form 1099-R issued, are you sure that that this was a distribution and rollover?  If you moved funds by trustee-to-trustee transfer from one traditional IRA to another traditional IRA or form one Roth IRA to another Roth IRA, the transfer is neither a distribution nor a rollover and is not reportable.

 

If this was not a trustee-to-trustee transfer of an IRA, contact the original custodian or plan administrator to obtain the missing Form 1099-R.

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