Thank you for the information. It is very helpful. I did not get a 1099-R from Fidelity. They only sent me a 5498. Do I need to reach out to them for a 1099-R. Also, when I looked at my 2020 return to amend in Turbo Tax, the reason for amending does not show an option for the repayment. Will this show once, the 8915 is available? This process is somewhat confusing and appreciate any insight you have. I appreciate the help.
