rjs
Level 15
Level 15

Retirement tax questions

You need the Form 1099-R for the withdrawal. You have to get it from the plan administrator or trustee - the financial institution that manages the 401(k) plan.


I don't know what a tracking ID is for a 1099-R. If you are trying to import the 1099-R, the information that you need is on the form that you get from the plan. But it only takes a couple of minutes to enter it manually. Either way, you need the form from the plan.