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How do i post my 401-K distsribution without having received a 1099-R?

 
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2 Replies

How do i post my 401-K distsribution without having received a 1099-R?

You will need to contact the plan administrator for your 401(k) account.  They are required to provide you a Form 1099-R if you made a withdrawal from the 401(k), Not a Loan, in 2023.

How do i post my 401-K distsribution without having received a 1099-R?

You need the 1099R.  If the bank or financial institution did not send you a 1099R you need to look for it on their web site or call them to ask how to get a copy.  If you knew how to take money out of the account, you must know how to contact them.

 

 

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.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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