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New Member
posted Mar 20, 2025 4:49:22 PM

Did you receive any distributions from a retirement plan after 2021? Do I answer yes if I withdrew from my 401K through my employer?

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3 Replies
Level 15
Mar 20, 2025 4:52:12 PM

Is the question referencing a disaster declaration in 2021?

Expert Alumni
Mar 20, 2025 5:27:29 PM

Yes, a withdrawal from your 401(k) is a retirement plan distribution.

 

Refer to the TurboTax article When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. for additional information.

@vitos_world 

Level 15
Mar 20, 2025 7:35:41 PM

I think that this question is being asked in regard to the Retirement Savings Contributions Credit.  A 401(k) is one of the types of retirement plans being referred to in this question.