JamesG1
Expert Alumni

Retirement tax questions

In 2019, did you receive a partial or total distribution of 401K funds?

 

If so, you should receive a 1099-R reporting the distribution, taxable income, taxes withheld and other important tax coding.

 

This information is reported to the IRS just like a W-2.  Please contact the company to make sure that you receive this form.

 

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