https://ttlc.intuit.com/community/retirement/discussion/early-401k-withdrawal/01/3159683#M209250 <P><SPAN>I requested an early payout in late December, my Merrill account said the request for the payout would process on December 31 2023. I received my check sometime in the middle of January. I have NOT received a form 1099-R. I’ve read that those forms are always sent out before January 31. Does this mean I’ll get one in January 2025 before I file my 2024 taxes?</SPAN></P> Wed, 11 Feb 2026 04:48:11 GMT IsaacFisher98 2026-02-11T04:48:11Z https://ttlc.intuit.com/community/retirement/discussion/early-401k-withdrawal/01/3159683#M209250 <P><SPAN>I requested an early payout in late December, my Merrill account said the request for the payout would process on December 31 2023. I received my check sometime in the middle of January. I have NOT received a form 1099-R. I’ve read that those forms are always sent out before January 31. Does this mean I’ll get one in January 2025 before I file my 2024 taxes?</SPAN></P> Wed, 11 Feb 2026 04:48:11 GMT https://ttlc.intuit.com/community/retirement/discussion/early-401k-withdrawal/01/3159683#M209250 IsaacFisher98 2026-02-11T04:48:11Z https://ttlc.intuit.com/community/retirement/discussion/re-early-401k-withdrawal/01/3159701#M209256 <P>Only Merrill can answer the question as to whether the distribution occurred in 2023 or instead in 2024.&nbsp; If the distribution occurred in 2024, you'll receive a 2024 Form 1099-R new the end of January 2025 that will need to be reported on your 2024 tax return.</P> Thu, 01 Feb 2024 21:23:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-early-401k-withdrawal/01/3159701#M209256 dmertz 2024-02-01T21:23:21Z