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Get your taxes done using TurboTax
A distribution from a 401(k) is always reportable on a Form 1099-R. If this transaction occurred in 2021, Fidelity issued a 2021 Form 1099-R reporting this distribution, so contact them to obtain the missing form.
The Form 1099-R will have the total distributed. To accommodate TurboTax's limitations, you'll need to split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and that other for the portion rolled over to the Roth IRA.
‎April 18, 2022
9:00 PM