Roll over

[Olamide1204]

Do i need to report a roll over in the federal filing even when it is non taxable?

[MinhT1]

Yes, you have to enter the form 1099-R in your tax return even for a non taxable rollover.

The IRS has a copy of the 1099-R and may write to you if it is missing from your return.

When you enter your form 1099-R, fill out box 7 correctly and answer all questions in the TurboTax interview. TurboTax will exclude the rollover from taxation.

[james clark]

i rolled over 2018 rental write off and could not use it until cabin was rented, which happened thanksgiving and christmas, so the amount should have carried over I would think to this years turbo tax. i cant find it and need copy of 2018 taxes i did through turbo tax last year to verify amount? how can I get that form or copy of last years or why isnt frm ith amount carrying over?

[ColeenD3]

What do you mean you rolled over a rental write-off? You had expenses you could not take because you had not placed the rental in service yet? These expenses are not deductible. If you had a renovation, that would be added to the basis. If you showed a loss on Form 8582, that is where you would find the loss.

You would have needed to keep a paper copy or uploaded a pdf copy of your return to find this figure.

[james clark]

thank you for correecting my words to get the exact form. yes it was listed as loss for all the investment vesus the short rental period.. I have copies of 15,16,17 but for some reason didnt copy 18. can turbo taxsend me this year knowing I paid for it?   My 2019 taxes are done except that form 8582  total form 2018....Thanks Colleen

[GiseleD]

If you filed in TurboTax Online last year, here's the original article on how to print 2018, or you can read below:

Before starting, make sure you're using the same TurboTax account (with the same username) as previous years.

You'll get access to your prior year returns through Your tax returns & documents in Tax Home.

@james clark

[james clark]

im sorry but when I do that it asked for " upload" which of course clicking just sits there because Im not uploading anything... thanks... My taxes are done for 2019 and this is first year i have an airbnb to write off that form 8582 that i sent last year to keep records straight need badly... thanks

[james clark]

you've been great and after everything I found my 2018 disk but could not find the investment property write off carry over to this year. what form would that be 8582?

[MayaD]

Yes, the carry over losses are shown on IRS Form 8582.

[james clark]

THANKS!!