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Retirement tax questions
Yes, if you use a fund manager at Fidelity you should notify that person so you are both on the same page about the year the contribution is applied to. You do not receive form 5498, it goes to the IRS and Fidelity is responsible for filing the form. You will only get a 1099-R from Fidelity when you take a distribution from the IRA.
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March 9, 2023
10:12 AM