MarilynG1
Expert Alumni

Retirement tax questions

On what form is your 401K Savings Plan withdrawal reported to you?  If it's a Form 1099-R, what Code is in Box 7 on your form?  If this applies, is there different amount in Box 1 and Box 2a?  The amount in Box 2a would be the taxable amount.  Is there an amount in Box 5, which would indicate after-tax contributions to the account?

 

If you can share more info, we'll try to help.

 

Here's detailed info on 1099-R for Pensions, Annuities, Retirement.

 

@Laf923  

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