The forms were given by Fidelity.
"National Financial Services LLC as agent for
FIDELITY INVESTMENTS P.O. Box 28019
Albuquerque, NM [removed]"
For Roth IRA, The Box 7 "Distribution code(s)" says "8J". "IRA/SEP/SIMPLE" is blank
For Traditional IRA, the Box 7"Distribution code(s)" says "2". "IRA/SEP/SIMPLE" says "X"
After having 2 1099-R in turbotax, the TurboTax's income & expenses sections has this row:
"IRA, 401(k), Pension Plan Withdrawals (1099-R)
NATIONAL FINANCIAL SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC"
$14,xxx.00
14K is from both 1099-R.
It does not feel right.
