I withdrew from 401k, it’s stated on w-2. Do I need a 1099-r on top of this?

juliusfitz · ‎June 4, 2019

Marketstar · ‎June 4, 2019

Yes, if you withdrew from your 401(k) in 2017, you should receive a 1099-R tax statement due to be sent out no later than January 31,

To enter a 1099-R:

· Type in 1099-r in the search box, top right of your screen, then click the magnifying glass

· Click the jump to 1099-r link in the search results

· Follow to prompts and online instructions

SweetieJean · ‎June 4, 2019

A plan withdrawal is not reported on a W-2 form.

Marketstar · ‎June 4, 2019

Yes, if you withdrew from your 401(k) in 2017, you should receive a 1099-R tax statement due to be sent out no later than January 31,

To enter a 1099-R:

· Type in 1099-r in the search box, top right of your screen, then click the magnifying glass

· Click the jump to 1099-r link in the search results

· Follow to prompts and online instructions

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