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I request to withdraw my ira distribution in dec 2016. they did not close my account til jan 2017 i received the money in jan2017. Will i be gettin a 1099r form to file

Will i have to file that on my 2016 taxes or 2017 taxes
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AmyT
New Member

I request to withdraw my ira distribution in dec 2016. they did not close my account til jan 2017 i received the money in jan2017. Will i be gettin a 1099r form to file

Since the funds were not disbursed until 2017, you should not receive a 1099-R for 2016.  You should receive one for 2017, and should inlcude it on that return.

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3 Replies
AmyT
New Member

I request to withdraw my ira distribution in dec 2016. they did not close my account til jan 2017 i received the money in jan2017. Will i be gettin a 1099r form to file

Since the funds were not disbursed until 2017, you should not receive a 1099-R for 2016.  You should receive one for 2017, and should inlcude it on that return.

I request to withdraw my ira distribution in dec 2016. they did not close my account til jan 2017 i received the money in jan2017. Will i be gettin a 1099r form to file

Okay thank you! I thought thats how it work but wasnt sure
AmyT
New Member

I request to withdraw my ira distribution in dec 2016. they did not close my account til jan 2017 i received the money in jan2017. Will i be gettin a 1099r form to file

You're welcome
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