You’ll receive your IRS Form 1099-R from Fidelity in January 2021. It will include all withdrawals you took from your workplace savings plan, including CARES Act withdrawals which were not directly rolled over into an IRA. You can use the information on this form when you file your taxes. The 1099-R form won’t distinguish the amount of the CARES Act withdrawals versus other withdrawals. You’ll indicate the eligible CARES Act withdrawal amount on IRS Form 8915-E, which you can download from IRS.gov.
