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.*