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sharpshoot7262
Level 1
Mar 11, 2026 5:17 AM UTC
Solved

I need help on the 401 withdrawal

Where do I get this information so I can include it on taxes
Opus 17Answer
Level 15
Mar 11, 2026 1:38 PM UTC

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.)

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Level 15
Opus 17Level 15Answer
Level 15
Mar 11, 2026 1:38 PM UTC

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.)

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