You should have received a 1099-R for the rollover that you would enter into the tax return. Since the funds were deposited with a different institution, the sending institution (Fidelity) will issue a 1099-R for the transaction. This may be available to you online. The Form 1099-R deadline to be mailed was January 31.
There will be a Code G in Box 7, reporting a non-taxable rollover.
Here are the instructions to follow to add the 1099-R to TurboTax Online:
- Open your return
- Search for 1099-R in the upper right corner and select the Jump to link in the search results
- Answer Yes on the Did you get a 1099-R? screen (If you land on the Review your 1099-R info screen instead Add Another 1099-R
- Answer questions until you get to the import screen
- Type it in yourself, select Change how I enter my form, and continue through
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
