Got cashed out 401k from employer for leaving job, how do i report this on tax return? didnt recieve a 1099

[VolvoGirl]

You have to get the 1099R.  Ask them for another copy.  Or maybe you can get it from their website.

[good971]

i only recieved w2

[VolvoGirl]

You have to also get a 1099R for the 401k distribution.  You have to.  Ask them.

[good971]

ok i will do that but you're implying that i reieved a copy? Im on the site and i only see my w2 form and never recieved my 1099

[AnnetteB · Accepted solution]

It is not likely that your W-2 and the 1099-R would be coming from the same place.  Your W-2 would come from your employer, but the 1099-R would come from the employer’s 401(k) plan administrator instead of the employer.

If you have access to an online account for the 401(k), you may find the 1099-R there.  If not, you should ask your employer for information about the plan administrator and then contact the administrator for a copy of the 1099-R.

It is necessary to have that form because the IRS will expect the distribution to be reported on your return, especially since it was most likely an early distribution.  If you file your return without it, you will be contacted by the IRS for not reporting the income.