Uberczar
New Member

Get your taxes done using TurboTax

I had the same problem.  Contributed $7000 but ended up having AGI too high so I withdrew excess contribution but won't get a 1099-R from Fidelity until later.  I did get a letter from Fidelity with the relevant numbers.  So it is OK for me to "make my own 1099-R" with that data from that letter per instructions in your reply?  Mark box 7 with P and J, select 2021, etc.  ?  The enter your data EXACTLY as it appears had me worried.  Thanks.