1099R in 2009 Check Lost Reissued in 2010 What year to Claim?

Feb 16, 2010 0 Replies

My mom was suposed to roll over a 401K, to another plan when she quit her job in 2009. The check was issued to her in 2009, made out to the new plan FSBO for her, check was sent to her and she misplaced it. We had another check issued in January 2010. She received a 1099R from the old holder for 2009, total distribution. The re-issued check is in her name and she just deposited it into a savings account without rolling it over. She needs to take a distribution this year anyway.



What year does she claim the income from the distribution, 2009 or 2010?



Thanks


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