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    juliekirby's Avatar
    juliekirby Posts: 1, Reputation: 1
    New Member
    		  
    #1

    Mar 22, 2013, 10:31 AM
    I need the balance of my 401k for 2012 to do my taxes
    How do I find balance of my 401k 2012 for my taxes?
    smoothy's Avatar
    smoothy Posts: 25,490, Reputation: 2853
    Uber Member
    		  
    #2

    Mar 22, 2013, 11:03 AM
    I don't remember ever having to put what I have in my or my wife's 401K plan into my tax returns. And I have a Certified accountant do mine every year.

    And if you need to know that.. your 401K plan administrator sends quarterly statements to your address.. It has all that information.
    dontknownuthin's Avatar
    dontknownuthin Posts: 2,910, Reputation: 751
    Ultra Member
    		  
    #3

    Mar 22, 2013, 11:14 AM
    If you haven't been receiving quarterly statements, you should. Ask your employer for the contact information for the plan administrator and ask them to send it to you.

    401(k) money is not taxable until you start accessing it in retirement, unless you take an early withdrawal, so smoothy is right.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #4

    Mar 22, 2013, 06:56 PM
    Balances of pension plans ARE reported on Form 5498.
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