I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

nwarner2018 · ‎June 1, 2019

AlanT · ‎June 1, 2019

You would report the rollover on your 2018 income tax return as long as you rolled over the money you received within 60 days of the disbursement. You have 60 days from the date you withdrew the money from your retirement to roll it over into the same or new plan before it becomes taxable.

Please see the FAQ for more information on 1099-R rollover.

https://ttlc.intuit.com/replies/5397746

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Expert does your taxes

Do it yourself

Resources

Support

I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

Unlock tailored help options in your account.

Get more help

Do you have a TurboTax Online account?

I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

Do you have an Intuit account?

I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

Unlock tailored help options in your account.

Get more help

Related Content