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

 
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2 Replies
MichaelDC
New Member

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

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.

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

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


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