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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.
March 24, 2021
3:01 PM