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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.**
‎April 17, 2023
11:28 AM