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5 replies

Level 11
June 5, 2019
What type of 1099 is it and what was it for?
Level 2
June 5, 2019
It was a hardship withdrawal
Level 11
June 5, 2019
Okay, so that should be on 1099-R. Please see my detailed answer below for steps on where to enter that 1099-R.
Level 2
June 5, 2019
SSA 1099
Level 11
June 5, 2019
If you have already filed your return, you will need to wait until the IRS has either accepted or rejected it before you can add the 1099-R. 

If you have not filed your return yet and this was a 401(k) hardship withdrawal reported on a 1099-R, please use the steps here below to help you add that.  

  • Log into account and click Take me to my return
  • Go to Search in top right corner and click there
  • Type in 1099-r and hit enter
  • Click on jump to 1099-r from results list
  • This takes you to the Your 1099-R screen and you’ll answer Yes there
  • Continue through and enter your 1099-R information there
Another way to get to this section:
  • Log into account and click Take me to my return
  • Click Federal to the left and make sure you are under Wages & Income section
  • Scroll down to Retirement Plans and Social Security section
  • Click Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
NOTE: Unlike a loan against your 401(k), a hardship withdrawal can’t be repaid. It will be treated as a taxable distribution and reported on a 1099-R. Also, if you’re under age 59 1/2, you may have to pay a 10% early distribution penalty if you don’t qualify for an exception. In most cases, you can’t make contributions to the plan again for at least 6 months following your withdrawal.

Other Helpful Information: