Roll over

Forum|Forum|6 years ago
February 6, 2020
1 reply
11 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?

MayaD

Alumni - Intuit

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?

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

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