topic You're welcome! in Retirement tax questions

Would I add a 1099-R to my 2018 tax return if I did not receive the money until 2019?

MrsNursie — Mon, 03 Jun 2019 19:01:19 GMT

If the distribution took place in 2018, you will receive...

Rachel_W — Mon, 03 Jun 2019 19:01:20 GMT

If the distribution took place in 2018, you will receive a Form 1099-R for 2018 that you will need to include on your 2018 Tax Return.

It is possible that the distribution took place by 12/31/18 even though didn't receive the check until 2019. If you haven't received a Form 1099-R and are unsure when the distribution took place, you may want to contact the Financial Institution where your account is located to verify.

Thank you! It just seemed a bit tricky as I did not recei...

MrsNursie — Mon, 03 Jun 2019 19:01:21 GMT

Thank you! It just seemed a bit tricky as I did not receive the funds in 2018; but I'll be counting that as income for 2018...I do have the form, I just wanted to clarify...

You're welcome!

Rachel_W — Mon, 03 Jun 2019 19:01:22 GMT

You're welcome!