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Get your taxes done using TurboTax
If it is a pension or 401k from a Fidelity Netbenefits account. historically, they have never had data imports, so you normally have to enter them manually. (true, I haven't tried an import again this year, since I've already entered them manually)
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Don't know about a 1099-R from a regular Fidelity consumer account IRA. Haven't been in that situation, so don't know what they provide there. But those consumer account forms were supposed to be available after 25 Jan.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
January 22, 2025
10:22 AM