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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.
‎August 2, 2023
6:36 PM