Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
esthela_v
New Member

I took out an early retirement plan in 2015. Do I need to include it in my 2016 taxes? I haven't received any type of forms. I know the amount for Federal Tax.

I have the Financial Information  from the check stub that was sent to me.
1 Best answer

Accepted Solutions
DDollar
New Member

I took out an early retirement plan in 2015. Do I need to include it in my 2016 taxes? I haven't received any type of forms. I know the amount for Federal Tax.

If you had a distribution (payout) from a profit sharing plan, the plan administrator should have sent you a 1099-R.  If you didn't receive the 1099-R, you should contact the plan administrator and ask for a replacement copy.  The 1099-R has information on it which you will need to report in order to file your tax return.

It should have been reported on your 2015 Tax Return.  If you filed a 2015 Tax Return you should file an amended return. For information on how to amend your return go to

https://ttlc.intuit.com/replies/3288565

If you did not file a 2015 Tax Return you should file one now.  TurboTax Online is no longer available for the 2015 tax year.  For information on purchasing TurboTax Desktop software for tax years prior to 2016 see:

Prior Year Product Purchases


View solution in original post

1 Reply
DDollar
New Member

I took out an early retirement plan in 2015. Do I need to include it in my 2016 taxes? I haven't received any type of forms. I know the amount for Federal Tax.

If you had a distribution (payout) from a profit sharing plan, the plan administrator should have sent you a 1099-R.  If you didn't receive the 1099-R, you should contact the plan administrator and ask for a replacement copy.  The 1099-R has information on it which you will need to report in order to file your tax return.

It should have been reported on your 2015 Tax Return.  If you filed a 2015 Tax Return you should file an amended return. For information on how to amend your return go to

https://ttlc.intuit.com/replies/3288565

If you did not file a 2015 Tax Return you should file one now.  TurboTax Online is no longer available for the 2015 tax year.  For information on purchasing TurboTax Desktop software for tax years prior to 2016 see:

Prior Year Product Purchases


View solution in original post

Dynamic AdsDynamic Ads
v
Privacy Settings