Where do I enter taxable 401 (k) distribution not reported in a 1099-R?

Forum|Forum|6 years ago
December 7, 2019
5 replies
40 views

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.

ProSeries Basic

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Best answer by sjrcpa

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.

sjrcpaAnswer

Level 15

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.

Just-Lisa-Now-

Intuit Community Champion

where do you get the fed and state ID #s for the withholding without a 1099R

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

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♥¸¸.•*¨*•♫♪

itonewbie

Level 15

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.

---------------------------------------------------------------------------------Still an AllStar

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