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Retirement tax questions
The email is not sufficient. You need a Form 1099-R from the plan administrator of the account. The Form 1099-R is normally sent in January or early February. There also may be access to the Form 1099-R on the plan's website.
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
‎January 25, 2024
8:22 AM