View Full Version : 401k and 1040ez
lilbrodge
May 29, 2007, 01:41 PM
Can I use the 1040ez for my 401k ?
lilbrodge
May 29, 2007, 01:42 PM
What form do I use for 401k?
AtlantaTaxExpert
May 29, 2007, 03:57 PM
You use NO form for 401K.
It is documented on the W-2 and is NOT reported on your annual rax return.
danielnoahsmommy
May 29, 2007, 04:00 PM
You use NO form for 401K.
It is documented on the W-2 and is NOT reported on your annual rax return.
Agree!
ebaines
May 30, 2007, 05:50 AM
Previous posters are absoultely correct, unless the question has to do with figuring taxes due on a distribution from a 401(k). Distributions are reported on form 1099-R, and in this case 1040-EZ can not be used.
AtlantaTaxExpert
May 30, 2007, 01:04 PM
Ebaines answer is accurate. If the 401K issue is one of a distribution, then you must report the distribution on Form 1040.