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1 reply

VolvoGirl
Employee
April 22, 2020

No.  You don't report interest or dividends or any transactions in a 401K.  You only report contributions and only from your W2.  And you report distributions or rollovers, you get a 1099R for those.

 

Did you get a 1099R?

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.