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401K withdrawal

Forum|Forum|5 years ago
February 18, 2021
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I resigned from my job and I withdraw all my 401k last year. I can't finish my filing because I don't have this form 1096 or 1099-R. Only the screenshots from my employer when I did the withdrawal. The total amount and my Federal tax deduction and State tax. I like to add this amount to my income tax return this year. My question, how can I add my 401k withdrawal for my online Turbo Tax filing?

Best answer by DavidD66

The 401(k) administrator was required to send you a Form 1099-R, postmarked no later than February 1. You should contact them to get a copy of that form. I would not file a tax return until you receive that form so you can properly report the distribution.

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DavidD66Answer

The 401(k) administrator was required to send you a Form 1099-R, postmarked no later than February 1. You should contact them to get a copy of that form. I would not file a tax return until you receive that form so you can properly report the distribution.

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