DawnC
Expert Alumni

Retirement tax questions

Did you take a loan or distribution?   If you took a loan, you will not receive a 1099-R and do not need to enter anything other than your W-2 on your tax return.   However, if you took a distribution (not a loan) from your 401K, you should have received a 1099-R that you must file as part of your tax return.  

 

You said ''none of that helped'' above, so it looks like you have asked a question before, but I can't see any of the previous conversations you may have been commenting on.   Comment or reply here if you have more details to provide; thanks!  

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