2417426
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

MC0817
New Member

How do I go about claiming my cares act 401k withdrawal this year? I received the 1099R last year but this year my financial institution says I’m not receiving a form.

I used taxact last year and they automatically added it to my taxes this year, but I would prefer to use turbo tax but I can’t find where to claim it
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I go about claiming my cares act 401k withdrawal this year? I received the 1099R last year but this year my financial institution says I’m not receiving a form.

Since the withdrawal occurred in 2020 you should have entered the Form 1099-R you received in 2021 on your 2020 tax return.  If there was no withdrawal in 2021 from the account then you will not receive a Form 1099-R for tax year 2021 so there is nothing to enter concerning the 2020 withdrawal on the 2021 tax return.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question