I have a 401(k) through my job, but I haven’t taken anything out of it. Do I need to do a 1099 R form?

rosado-nigel · ‎June 4, 2019

xmasbaby0 · ‎June 4, 2019

No. You do not receive a 1099R if there have been no distributions taken from your 401k.

**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.**

View solution in original post

xmasbaby0 · ‎June 4, 2019

No. You do not receive a 1099R if there have been no distributions taken from your 401k.

**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.**

Kat · ‎June 4, 2019

1099-R forms are issued to you from the financial institution that manages your retirement account(s).

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

Expert does your taxes

Do it yourself

Resources

Support

I have a 401(k) through my job, but I haven’t taken anything out of it. Do I need to do a 1099 R form?