turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where can I claim credit for tax deducted at source while withdrawing 401 K funds, in TurboTax?

I was consolidating 401K accounts. This meant I had to withdraw from other 401K accounts and deposit them in the 401K I was consolidating in.....   Tax was deducted at the time of withdrawal in one instance. I can't find a place in TurboTax where I can enter the tax deducted and claim credit.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Where can I claim credit for tax deducted at source while withdrawing 401 K funds, in TurboTax?

You should receive a 1099-R form for that. 

When you enter each 1099-R form in the software, the Federal tax withheld is entered in box 4.

State tax withheld would be in box 14.

______________________

If you were set up for paperless notifications,,,etc, you might have to log into that account to download the 1099-R as a PDF form,,,or call them to get  a paper copy mailed to you.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies