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Jglayzer
Level 2
Sep 11, 2026 5:04 AM UTC
Solved

rerirement

Missing 401k/retirement early withdraw documentation for filing 2024 and 2025 tax filing. With a minimum of 3 full cash out withdrawals. How do I file without  knowing this information?  Need to file for 2024 and 2025 taxes. ASAP...

Mike9241
Mike9241Answer
Level 15
Sep 11, 2026 5:18 AM UTC

you should have gotten 1099-R s for each year for the withdrawals, unless they were treated as loans. you should contact the employer to determine what happened and if needed to get copies of those tax forms. another way might be to look at your IRS wage and income transcripts. to do this you need to have or create an ID.ME account.

transcripts click the blue link on the page. 

  

Mike9241
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Mike9241
Level 15
Mike9241Level 15Answer
Level 15
Sep 11, 2026 5:18 AM UTC

you should have gotten 1099-R s for each year for the withdrawals, unless they were treated as loans. you should contact the employer to determine what happened and if needed to get copies of those tax forms. another way might be to look at your IRS wage and income transcripts. to do this you need to have or create an ID.ME account.

transcripts click the blue link on the page. 

  

Mike9241
    JglayzerAuthor
    Level 2
    Sep 26, 2026 10:27 AM UTC

    ThNk you this was so helpful 

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