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April 15, 2024
Question

Can I remove money taken out of 401K? I did not take any money out

  • April 15, 2024
  • 2 replies
  • 0 views
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2 replies

DoninGA
Employee
April 15, 2024

If you did not make a withdrawal from the 401(k) in 2023 you would not have received a Form 1099-R, so there is nothing you need to report on your tax return concerning the 401(k).

DawnC
Employee
April 15, 2024

If you did not receive any 1099-Rs, delete the ones that are showing up.  Search for 1099-R and use the jump to 1099-R link to be taken to the 1099-R summary.   Then use the delete button or trash can icon to remove unneeded forms.  

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