Question

Do I need to file my 2019 1099R form if I lost the retirement rollover check and requested a stop payment and a new check in 2020?

Forum|Forum|5 years ago
June 13, 2020
1 reply
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I lost my 2019 retirement rollover check issued in 2019. I requested a new check in 2020, but I'm unsure if I need to file my 2019 1099R form.

TurboTax Deluxe Online

macuser_22

Employee

Yes, you must report it. You had constructive receipt of the money. Losing the check is your problem and does not change the reporting requirement.

Hopefully there was a code G in box 7 (and the check was payable to your IRA and not you) that does not have a 60 day rollover rule otherwise the IRS might not grant a waiver of the 60 day rollover rule since it was not a bank error but your own fault if the 60 period was missed, then the entire distribution might be taxable income and can no longer be rolled over.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**