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Get your taxes done using TurboTax
My 401-K and after-tax savings plan were both at Fidelity. I moved the after-tax savings to a Roth IRA and the earnings to a pre-tax IRA at Fidelity. I checked my tax forms, and I don't have a 1099-R, only the Form 5498s. That is why I am confused.
Since the rollover never left Fidelity, should a 1099-R have been generated?
‎April 18, 2022
5:32 PM