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I dd not receive a 1099-R but i did get a check from welsfargo for 401(k) contribution. does this count as early retirement withdrawals? how do i enter this on my tax?

 
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Coleen3
Intuit Alumni

I dd not receive a 1099-R but i did get a check from welsfargo for 401(k) contribution. does this count as early retirement withdrawals? how do i enter this on my tax?

If you received a check, it would not be for a contribution, it would be money received as a distribution. If you received it in 2017, you would need a Form 1099-R in order to report it. If you did not receive the form, contact Wells Fargo. If worse comes to worse, and you can't get it, you may create a Form 4852, but you will need to know the code in Box 7.

If you received the check in 2018, you will get a 1099-R in 2019 for the distribution.

https://www.irs.gov/pub/irs-pdf/f4852.pdf

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1 Reply
Coleen3
Intuit Alumni

I dd not receive a 1099-R but i did get a check from welsfargo for 401(k) contribution. does this count as early retirement withdrawals? how do i enter this on my tax?

If you received a check, it would not be for a contribution, it would be money received as a distribution. If you received it in 2017, you would need a Form 1099-R in order to report it. If you did not receive the form, contact Wells Fargo. If worse comes to worse, and you can't get it, you may create a Form 4852, but you will need to know the code in Box 7.

If you received the check in 2018, you will get a 1099-R in 2019 for the distribution.

https://www.irs.gov/pub/irs-pdf/f4852.pdf

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