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Retirement tax questions
To start with, I highly recommend that you go see a tax professional to work on this. Amending all of these returns properly is a time consuming and expensive process and a tax professional can help. They can also negotiate a settlement with the IRS for what amounts to an error from six years ago.
I also think you should be discussing this issue with Fidelity.
If you insist on doing this yourself then you need to follow all the steps you laid out. And TurboTax can only help you as far back as 2019.
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‎February 10, 2023
3:21 PM