Trabia78
Returning Member

Retirement tax questions

Hi to All Who Helped Us:  Doug needs to call Fidelity Investments and hammer them to issue us a Corrected 1099-R.  We finally got through to TurboTax tax expert and he said that we had 60 days within which to rollover the 401K money to an IRA.   And that Fidelity should provide us a Corrected 1099-R form.  The bottom line is that Fidelity Investments sucks.  We will transfer all of our money, which isn't much, out of Fidelity.    Take care to all, and a million thanks to all of you for helping us.  You are THE BEST.  Donna