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Level 1
Apr 17, 2020 8:20 PM UTC
Solved

401K Plan

I am 26 yrs old and I left a job and cashed out my 401K acct for $277.96 but I did not receive a 1099-R form, how do I claim this on my taxes?

    dmertzAnswer
    Level 15
    Apr 18, 2020 12:06 AM UTC

    Assuming that the distribution occurred in 2019, the plan was required to provide you with a Form 1099-R by January 31, 2020.  Contact the plan to obtain the missing form.

    1 reply

    dmertzAnswer
    Level 15
    Apr 18, 2020 12:06 AM UTC

    Assuming that the distribution occurred in 2019, the plan was required to provide you with a Form 1099-R by January 31, 2020.  Contact the plan to obtain the missing form.