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wmeward
New Member

My 1099-R includes a payment electronically transmitted to me on 12/31/18 but not received by me until 1/2/19. How do I exclude this payment from amount on my 1099-R?

I don't need to. see above.

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1 Reply
IreneS
Expert Alumni

My 1099-R includes a payment electronically transmitted to me on 12/31/18 but not received by me until 1/2/19. How do I exclude this payment from amount on my 1099-R?

You don't exclude this payment.  You are considered to have "constructive receipt" of the funds.  Enter the 1099-R as it was issued.

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