I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

n-d-allmann · ‎June 1, 2019

Ashby · ‎June 1, 2019

If the 1099-R is dated for 2018, it should be reported on your 2018 tax return. It has no effect on your tax return because of the rollover, so it just needs to be reported to match the reporting to the IRS.

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SweetieJean · ‎June 1, 2019

Do you mean an indirect rollover? A direct one would have occurred in 2018.

Ashby · ‎June 1, 2019

If the 1099-R is dated for 2018, it should be reported on your 2018 tax return. It has no effect on your tax return because of the rollover, so it just needs to be reported to match the reporting to the IRS.

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I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

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I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

I have a 1099-R dated 2018. this was a direct rollover that occurred in Feb of 2019. When do I record in my taxes? 2018 or 2019?

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