Retirement tax questions

If you received a distribution from the 401(k) in 2023 then you will received a Form 1099-R from the plan administrator in January or early February.  The Form 1099-R is reported on your tax return.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button