Do you wait for a form from your 401k or do they even require anything?

[LindaA · Accepted solution]

That depends on whether you put money into the 401(k) plan or took money out of the plan. Contributions to your 401(k) plan are shown in box 12 of your W-2 with code D (or AA for a Roth plan). If you took money out of your 401(k) plan, you should wait until you receive the Form 1099-R that reports the distribution before filing your tax return.