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Ubsil198
Returning Member

What form do I use to report a withdrawal from a trust fund that was set up from a 401k? None of the monies in the fund have been taxed I know I have to pay taxes on any withdrawal from a 401k Turbo Tax only sees it as DIV/INT.

 
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2 Replies

What form do I use to report a withdrawal from a trust fund that was set up from a 401k? None of the monies in the fund have been taxed I know I have to pay taxes on any withdrawal from a 401k Turbo Tax only sees it as DIV/INT.

What are you talking about ???   Did a 401K get rolled to an IRA ?  Is the IRA in a trust ?   Did the trust file it's own return yet ??   If so did they issue you a K-1 ?  

Ubsil198
Returning Member

What form do I use to report a withdrawal from a trust fund that was set up from a 401k? None of the monies in the fund have been taxed I know I have to pay taxes on any withdrawal from a 401k Turbo Tax only sees it as DIV/INT.

The 401k was put into a trust. I'm trying to file the return for the trust. None of the money was distributed to a beneficiary it was moved to another trust account to pay bills. 

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