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New Member
posted Feb 2, 2024 7:56:26 AM

How do i File a 403B withdrawal?

I dont have a 1099-R

0 2 1410
2 Replies
Level 15
Feb 2, 2024 7:57:28 AM

You should get a 1099R soon.  Or you might have to go on the plan's web site to get it.  You need to enter the 1099R.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Level 15
Feb 2, 2024 7:57:51 AM

You will have to contact the plan administrator to get the Form 1099-R.  They must provide the form to you for tax year 2023 if you made a withdrawal from the plan.