Skip to main content
Level 1
March 11, 2026
Solved

I need help on the 401 withdrawal

  • March 11, 2026
  • 1 reply
  • 23 views
Where do I get this information so I can include it on taxes
Best answer by Opus 17

Expert Reviewed

If you took a withdrawal (distribution) from a 401(k), you will get a 1099-R statement from the plan broker.  Contact the plan if you did not get your form.  (A loan is not a withdrawal and you will not get any forms for a loan unless you stop making payments.)

1 reply

Opus 17Level 15Answer
Level 15
March 11, 2026

Expert Reviewed

If you took a withdrawal (distribution) from a 401(k), you will get a 1099-R statement from the plan broker.  Contact the plan if you did not get your form.  (A loan is not a withdrawal and you will not get any forms for a loan unless you stop making payments.)