TurboTax - relevance of 1099-R if 401(k) came out of paycheck
I am doing my taxes using TurboTax (US).
My 401(k) contributions were all on my paychecks, with employer contributions and my own contributions being accounted for in my salary.
With that in mind, do I need to worry about downloading and/or entering a 1099-R form into TurboTax?
(1)1 Comments
Sorted by latest first Latest Oldest Best
You should not have to file a 1099-R unless you took a distribution from your retirement account, or if you had a rollover, conversion, or recharacterization - particularly between a regular and Roth type account. If you only contributed to your retirement account(s) and none of those things occurred, then you should not have a 1099-R.
Terms of Use Privacy policy Contact About Cancellation policy © freshhoot.com2026 All Rights reserved.