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January 29, 2024
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Accidentally marked no to 401k withdrawal question. How to get back

  • January 29, 2024
  • 1 reply
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Best answer by DoninGA

If you had a withdrawal from a 401(k) account in 2023 then you should have received or will receive a Form 1099-R for the withdrawal

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

1 reply

DoninGA
DoninGAAnswer
Employee
January 29, 2024

If you had a withdrawal from a 401(k) account in 2023 then you should have received or will receive a Form 1099-R for the withdrawal

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button