Neinhaltt
Returning Member

Retirement tax questions

Thank you,

 

When making these changes turbo tax sends me to a page that says "Form 1040-X: Explanation of Changes must be entered."  It says to attach any supporting documents and new or changed forms and schedules.  I did not get any documents from my retirement plan custodian (Fidelity) when I repaid the money back.  I was told that they only send 1099-R forms for distributions and not repayment.

 

Is it enough for me to explain the situation (i.e. I paid the money back) or do I need to attach other documentation like a copy of the cashier check I sent to Fidelity and/or a copy of the  "Recontribution of CARES Act Distribution(s) (Rollover Contribution Form) " that I sent along with my check?

 

Thank you.