dmertz
Level 15

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.