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Cashed out 401k in Nov 2017. Will I get 1099 to file taxes in 2017 or 2018?
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June 6, 2019
7:34 AM
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Retirement tax questions
You will receive the Form 1099-R in January of 2018 for the distribution in November of 2017. The distribution will be reported on your 2017 tax return.
To enter 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
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
June 6, 2019
7:34 AM