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New Member
posted Jun 6, 2019 8:12:43 AM

Should I have received a form 1099 for a 401k distribution?

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2 Replies
New Member
Jun 6, 2019 8:12:44 AM

Yes. You should be receiving a Form 1099-R from the plan administrator. You will definitely need this whether it's a rollover or regular distribution. Be sure to contact your plan administrator for a duplicate. It's possible they can provide it online.

Please feel free to post any additional details or questions in the comment section.

Level 7
Jun 6, 2019 8:12:46 AM

Yes, you should receive a 1099-R for a 401(k) distribution to be entered in the below area:

·       Type in 1099-r in the search box, top right of your screen,

·       Hit the Enter key

·       Click jump to 1099-r in the search results

·       Follow the prompts and online

If you have not received your 1099-R by now, contact your 401(k) administrator