Timeline for Withdrawing from 401k - Report income from day requested or received?
Current License: CC BY-SA 3.0
8 events
| when toggle format | what | by | license | comment | |
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| Apr 18, 2018 at 13:35 | answer | added | JTP - Apologise to Monica♦ | timeline score: 1 | |
| Dec 26, 2017 at 21:13 | history | tweeted | twitter.com/StackFinance/status/945764619586555904 | ||
| Dec 24, 2017 at 22:48 | history | edited | Chris W. Rea |
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| Dec 24, 2017 at 14:30 | comment | added | Aganju | If you don’t really need it, you could alternatively move it into a Roth IRA (or a Roth 401(k)). That way, you would still report it as income in 2017, but future interest is also tax free, and you can still access it tax free anytime. | |
| Dec 24, 2017 at 5:07 | comment | added | Dilip Sarwate | Call your 401(k) administrator and ask them. Typically, the date of the withdrawal is the date the check is cut, not the day it was mailed or the day it was received or cashed. | |
| Dec 24, 2017 at 4:49 | history | edited | Brythan | CC BY-SA 3.0 |
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| Dec 24, 2017 at 1:10 | review | First posts | |||
| Dec 24, 2017 at 4:49 | |||||
| Dec 24, 2017 at 1:06 | history | asked | MisterTest | CC BY-SA 3.0 |