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May 17, 2021
Question

Hello Can someone tell me how I can add my 401 check to my taxes?

  • May 17, 2021
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1 reply

May 17, 2021

If you are receiving distributions from your 401k, then you should have received a Form 1099-R to use for your tax return.  If you did not get Form 1099-R, but you received a distribution during 2020, then you should contact your 401k plan administrator to get a replacement copy.  If you have online account access, your Form 1099-R may be available to you online.  

 

The Form 1099-R reports a lot of information about your retirement plan distribution that will be required in order to be sure that the correct amount is being taxed on your return.  

 

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