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Investors & landlords
Historically, my 1099-R forms contained in Fidelity NetBenefits has never been available as a tax import file. I've always entered it manually from my paper printout.
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I don't know if it is just the two company pension 1099-R forms I need from them, or whether that is the situation for every 1099-R coming from any NetBenefits account.
The availability as a tax software download file could also change in some future year.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 17, 2025
1:02 PM