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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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posted
August 2, 2023
6:21 PM
last updated
August 02, 2023
6:21 PM
2 Replies
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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.
August 2, 2023
6:36 PM
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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.
August 3, 2023
6:40 AM
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