Retirement tax questions

No.   If you took money out of a 401k  in 2022 you need to enter the 1099R.   You should contact the bank or financial institution that administers the plan to get a copy of the 1099R.  It is likely that you can get it from their website.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**