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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.
March 20, 2023
4:23 PM