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Retirement tax questions
If you did not withdraw money from your retirement account, there is no tax reporting. This is why there were no documents to view online.
For retirement accounts (401k, IRA, etc), the IRS only cares about funds contributed and withdrawn. Earnings within the account don't matter. Your contributions to the account are already accounted for on your W2.
For taxable brokerage accounts (i.e., not a 401k or an IRA), the opposite is true: funds in and out don't matter, but interest, dividends, and capital gains would be reported.
In short, as long as you enter your entire W2 including box 12, you are all set.
‎June 5, 2019
5:27 PM
3,724 Views