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New Member
posted Jun 1, 2019 7:05:12 AM

Where do I enter amounts received from a 401(a) but have not received a tax form.

We received an amount from a Interhealth Corp  401(a) Plan, it has Federal tax withheld and State Tax withheld.  We received the money in Oct. 2017, but did not receive an actual Tax Form.  How and were do I record it.

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1 Best answer
New Member
Jun 1, 2019 7:05:14 AM

Distributions from retirement plans, qualified or nonqualified,  require a 1099-R.  It is very important that you report the 1099-R exactly as it appears on the paper form, so, if you have not received one, call the issuer and request a copy.  It's not a good idea to make entries without having the form.

1 Replies
New Member
Jun 1, 2019 7:05:14 AM

Distributions from retirement plans, qualified or nonqualified,  require a 1099-R.  It is very important that you report the 1099-R exactly as it appears on the paper form, so, if you have not received one, call the issuer and request a copy.  It's not a good idea to make entries without having the form.