I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

It was not a large amount of money, less than 1,500

posted

Yes, it must be reported. You should have received a 1099-R no later than Jan 31, 2017. Call the plan administrator for a copy.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

For 2025 I want to ensure I get close to (but NOT OVER) the $212 MAGI number so my Medicare premiums don't rise. How reliable is TT's 2025 estimation worksheet for this?

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I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

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I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

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I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

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