I need to enter my 401k , but do not have the form, and I have two days to file!

Forum|Forum|3 years ago
April 17, 2023
2 replies
18 views

I don’t have the proper form, is there a way to enter this amount in TurboTax without the form?

TurboTax Free Edition Online

xmasbaby0

Level 15

No. If you took money out of a 401k in 2022 you need to enter the 1099R. You should contact the bank or financial institution that administers the plan to get a copy of the 1099R. It is likely that you can get it from their website.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

HelenC12

Level 15

Contact your plan administrator and request a 1099-R form if you made distributions in 2022. You may also have access to your 1099-R form online on your plan administrator's website. Log into your account and look for Year end Forms.

If you still can't get a 1099-R form, create a Substitute Form 1099-R using form 4852:

In TurboTax, type 1099-R in the search bar and click on Jump to 1099-R.
On the Who gave you a 1099-R screen, select Financial institution or other provider (1099-R) and Continue.
On the Enter your 1099-R provider's info screen, enter the information and Continue.
Continue with the onscreen interview until you get to the Do any of these situations apply to you? screen and select I need to file a substitute 1099-R and Continue.
Continue with the onscreen interview until complete.