- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Adding to the information that MinhT1 has provided, it's not Fidelity's responsibility to determine your disability status. That's between you and the IRS. This is why Fidelity uses code 1 and you must claim the exception yourself on Form 5329.
‎February 2, 2023
1:29 PM