DaveF1006
Expert Alumni

Retirement tax questions

This is a confusing question because a W2 normally will report 401K contributions but not distributions. 401K distributions are reported on a 1099R.  Usually when you request an import from a brokerage, they will report dividends, interest, capital gains,and any distributions from retirement plans typically on a 1099R. They do not transfer anything other than taxable income from dividends, interest, capital gains,and retirement plan distributions. 

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