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January 21, 2020
Question

I had a very small amount contributed to my Roth 401k and totaling $600 including my traditional 401K for the year do I need to file a 1099-r

  • January 21, 2020
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1 reply

DoninGA
Employee
January 21, 2020

A Form 1099-R is only issued if you had a withdrawal from the account.

You elective deferrals will be on your W-2.  They are not entered anywhere else on a tax return.