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Ira distribution April 2016, no 1099R, probably get in 2017, how will I report in correct years?

 
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Level 1

Ira distribution April 2016, no 1099R, probably get in 2017, how will I report in correct years?

You need to report the distribution in 2016. You need and should have received the form 1099-R in 2017 but the 1099-R was a 2016 1099-R. Contact your plan administrator. Perhaps it got lost in the mail or you may be able to access the form online, on your plan's website. Look under year-end forms.

To enter your Form 1099-R:

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Then answer Yes, and click Continue and follow the on-screen instructions to either import or type in your 1099-R form.

If you've already previously entered this form, you'll come to the Your 1099-R Entries screen. Here, you can either edit an existing 1099-R entry, or click Add Another 1099-R to add another one.

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Level 1

Ira distribution April 2016, no 1099R, probably get in 2017, how will I report in correct years?

You need to report the distribution in 2016. You need and should have received the form 1099-R in 2017 but the 1099-R was a 2016 1099-R. Contact your plan administrator. Perhaps it got lost in the mail or you may be able to access the form online, on your plan's website. Look under year-end forms.

To enter your Form 1099-R:

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Then answer Yes, and click Continue and follow the on-screen instructions to either import or type in your 1099-R form.

If you've already previously entered this form, you'll come to the Your 1099-R Entries screen. Here, you can either edit an existing 1099-R entry, or click Add Another 1099-R to add another one.