RobertB4444
Expert Alumni

Retirement tax questions

You will receive a 1099-R from the financial institution that manages the 401K.  You will receive that by January 31st provided the distribution occurred in 2022.  

 

You need to include that 1099-R on your tax return for 2023.  All of the distribution that you received is taxable and the taxes with held from the distribution will go towards paying them.  

 

@stes25 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"