I contributed to a work retirement plan until I switched jobs and withdrew the account. Do I enter that I was contributed as well that I withdrew??

dinosenc24 · ‎June 4, 2019

MichaelL1 · ‎June 4, 2019

The amount contributed to a retirement account at work is reducing the wages in Box 1 of the W-2, if it a Traditional Retirement Account (non-Roth).

The contributions at work do not need to be accounted for as they are reflected already when the W-2 is entered.

You need to report the 1099R for the distribution only (as the contributions are already reported).

MichaelL1 · ‎June 4, 2019

The amount contributed to a retirement account at work is reducing the wages in Box 1 of the W-2, if it a Traditional Retirement Account (non-Roth).

The contributions at work do not need to be accounted for as they are reflected already when the W-2 is entered.

You need to report the 1099R for the distribution only (as the contributions are already reported).

Do you have an Intuit account?