nectarine
Level 2
‎12-07-2019 02:44 AM

Where do I enter the 401(K) distribution my client received?  Federal taxes was withheld from it but the employer did not issue  form 1099-,  instead just a form of information letter with no code.

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sjrcpa
Level 15
‎12-07-2019 02:44 AM

Was it for excess deferrals? It might be on a 2019 1099-R yet to be issued. If it is taxable in 2018, enter it as if you had a 1099-R.


The more I know the more I don’t know.

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Just-Lisa-Now-
Level 15
Level 15
‎12-07-2019 02:44 AM
where do you get the fed and state ID #s for the withholding without a 1099R

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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sjrcpa
Level 15
‎12-07-2019 02:44 AM
Frequently I have them from another client.

The more I know the more I don’t know.
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Just-Lisa-Now-
Level 15
Level 15
‎12-07-2019 02:44 AM

The employer wouldn't issue it, the bank that sent the check would issue.it.  You need the 1099R, especially since there is withholding.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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itonewbie
Level 15
‎12-07-2019 02:44 AM

They're required by law to issue a 1099-R.  In the unlikely event the employer refuses to issue one, a F.4852 should be filed with the return and that would prompt the IRS to pursue the employer.

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Still an AllStar
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