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Level 1
June 1, 2019
Solved

Form 1099-R dated calendar year 2017, do I claim on my 2016 taxes?

  • June 1, 2019
  • 2 replies
  • 3 views
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Best answer by dmertz

If box 7 includes code P, it must be reported on your 2016 tax return by entering the 2017 Form 1099-R into 2016 TurboTax and indicating in the follow-up that it is a 2017 Form 1099-R.

Otherwise, it's reportable on your 2017 tax return.

2 replies

dmertzAnswer
Level 15
June 1, 2019

If box 7 includes code P, it must be reported on your 2016 tax return by entering the 2017 Form 1099-R into 2016 TurboTax and indicating in the follow-up that it is a 2017 Form 1099-R.

Otherwise, it's reportable on your 2017 tax return.

June 1, 2019

No, claim that next year.