I need help on the 401 withdrawal

sharpshoot7262 · ‎March 10, 2026

Where do I get this information so I can include it on taxes

Opus 17 · ‎March 11, 2026

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.)

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Opus 17 · ‎March 11, 2026

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.)