- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You should receive a Form 1099-R from your 401-K brokerage that shows both the distribution and the taxes withheld. However, the deadline to send out those forms is January 31, 2017. If you don't have it by then, I would contact your brokerage.
You will then report the information from that Form 1099-R in TurboTax using the directions in the FAQ below:
May 31, 2019
7:17 PM