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I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

 
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2 Replies
rjs
Level 15
Level 15

I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

You need the Form 1099-R for the withdrawal. You have to get it from the plan administrator or trustee - the financial institution that manages the 401(k) plan.


I don't know what a tracking ID is for a 1099-R. If you are trying to import the 1099-R, the information that you need is on the form that you get from the plan. But it only takes a couple of minutes to enter it manually. Either way, you need the form from the plan.

 

TomD8
Level 15

I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

If you withdrew funds from your 401K this year (2023), then you won't get the tax statement (Form 1099-R) until January 2024.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
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