topic I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID in Retirement tax questions

I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

cherylrn0912 — Tue, 24 Feb 2026 07:12:31 GMT

Re: I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

rjs — Thu, 03 Aug 2023 01:36:37 GMT

You need the Form 1099-R for the withdrawal. You have to get it from the plan administrator or trustee - the financial institution that manages the 401(k) plan.

I don't know what a tracking ID is for a 1099-R. If you are trying to import the 1099-R, the information that you need is on the form that you get from the plan. But it only takes a couple of minutes to enter it manually. Either way, you need the form from the plan.

Re: I WITHDREW FROM MY 401 BUT DO NOT HAVE THE TAX STATEMENT, WHERE CAN I LOCATE THE TRACKING ID

TomD8 — Thu, 03 Aug 2023 13:40:50 GMT

If you withdrew funds from your 401K this year (2023), then you won't get the tax statement (Form 1099-R) until January 2024.