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Retirement tax questions
You did a conversion of the distribution from Fidelity. Enter the Form 1099-R from Fidelity as received; do not change the code in box 7. When entering the Form 1099-R from Fidelity, indicate that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, then enter the amount converted to Roth.
‎April 14, 2022
5:42 AM