I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

nwarner2018 — Sat, 01 Jun 2019 17:45:50 GMT

You would report the rollover on your 2018 income tax ret...

AlanT — Sat, 01 Jun 2019 17:45:51 GMT

You would report the rollover on your 2018 income tax return as long as you rolled over the money you received within 60 days of the disbursement. You have 60 days from the date you withdrew the money from your retirement to roll it over into the same or new plan before it becomes taxable.

Please see the FAQ for more information on 1099-R rollover.

https://ttlc.intuit.com/replies/5397746

topic I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year? in Retirement tax questions

I have a 1099-R for 2018, but the roll over didn't actually happen until Feb 2019. Do I report it this year or next year?

You would report the rollover on your 2018 income tax ret...