Roll over

Forum|Forum|6 years ago
February 6, 2020
1 reply
10 views

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

MinhT1

Level 15

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.

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james clark11

Level 2

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?

james clark11

Level 2

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 clark11

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