topic If I took money out of my 401k at the beginning of this year, do I have to report on my taxes form the w-2 of last year? Or do I have to wait till next year? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136283#M207056 Tue, 10 Feb 2026 09:48:02 GMT christianaal 2026-02-10T09:48:02Z If I took money out of my 401k at the beginning of this year, do I have to report on my taxes form the w-2 of last year? Or do I have to wait till next year? https://ttlc.intuit.com/community/retirement/discussion/if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136283#M207056 Tue, 10 Feb 2026 09:48:02 GMT https://ttlc.intuit.com/community/retirement/discussion/if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136283#M207056 christianaal 2026-02-10T09:48:02Z Re: If I took money out of my 401k at the beginning of this year, do I have to report on my taxes form the w-2 of last year? Or do I have to wait till next year? https://ttlc.intuit.com/community/retirement/discussion/re-if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136287#M207057 <P>If you made a withdrawal from the 401(k) on or after January 1, 2024 the distribution is reported on your 2024 tax return to be filed in 2025.</P> Sat, 20 Jan 2024 20:49:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136287#M207057 DoninGA 2024-01-20T20:49:21Z Re: If I took money out of my 401k at the beginning of this year, do I have to report on my taxes form the w-2 of last year? Or do I have to wait till next year? https://ttlc.intuit.com/community/retirement/discussion/re-if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136288#M207058 <P>If you took money from a 401k in 2023 you are going to get a 1099R which must be entered on your 2023 tax return.&nbsp; &nbsp;Those are usually sent by late January or early February.&nbsp; If they do not mail it to you, you might need to go on their website to get it.</P> <P>&nbsp;</P> <P class="p1">To enter your retirement income, Go to<SPAN class="Apple-converted-space">&nbsp; </SPAN>Federal&gt; Wages and Income&gt;Retirement Plans and Social Security&gt;IRA<SPAN class="Apple-converted-space">&nbsp; </SPAN>401 k) Pension Plan Withdrawals to enter your <SPAN class="s1"><STRONG>1099R.</STRONG></SPAN></P> <P>&nbsp;</P> Sat, 20 Jan 2024 20:50:38 GMT https://ttlc.intuit.com/community/retirement/discussion/re-if-i-took-money-out-of-my-401k-at-the-beginning-of-this-year-do-i-have-to-report-on-my-taxes-form/01/3136288#M207058 xmasbaby0 2024-01-20T20:50:38Z