You should receive a Form 1099-R for the withdrawal in January or early February. To enter 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 SecurityOn IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update buttonOr enter 1099 r in the Search box located in the upper right of the program screen. Click on Jump to 1099 r

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What form do I need for early withdrawal of 401k investment to include the money I received as income on my tax return?

Forum|Forum|7 years ago
June 1, 2019
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Best answer by DoninGA

You should receive a Form 1099-R for the withdrawal in January or early February.

To enter 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

Or enter 1099 r in the Search box located in the upper right of the program screen. Click on Jump to 1099 r

DoninGAAnswer

Employee

You should receive a Form 1099-R for the withdrawal in January or early February.

To enter 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

Or enter 1099 r in the Search box located in the upper right of the program screen. Click on Jump to 1099 r