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Retirement tax questions
I just called Fidelity and they say the codes are correct for what they did. So, is there supposed to be another 1099-R that I should be getting for the conversion to a Roth IRA? The receiving company, iTrust capital, received the money directly into my ROTH IRA account as far as I know. iTrust capital has no available tax forms for me. From who should I be receiving the 1099-R Roth conversion form from?
March 21, 2022
9:56 AM