Skip to main content
February 1, 2020
Question

On 2018 I took money out my 401k plan early and I want to know what form i need to summit on turbo tax and how to do it?

  • February 1, 2020
  • 1 reply
  • 0 views
Fyi I'm using turbo tax mobile app

1 reply

DoninGA
Employee
February 1, 2020

If this was a loan from the 401(k) it is not reported on a tax return.

 

If you had a withdrawal in 2018, not a loan, then you would have received a Form 1099-R in January of 2019.  The 2018 Form 1099-R should have been and can only be reported on your 2018 tax return that you filed during 2019.