I retired 12/18/18. January 2019 I received retirement pay for 12/19/18-12/31/18. Do I need a 1099r &claim this for 2018 or 2019 as it was received in January? Thank you!

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No, you don't claim this on your 2018 return. You will receive a 1099-R for 2019 from the retirement manager and that will include this payment.

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No, you don't claim this on your 2018 return. You will receive a 1099-R for 2019 from the retirement manager and that will include this payment.

Thank you very much !

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