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Retirement tax questions
Fidelity will do what you say .
check the appropriate box on your form
- recharacterize
- removal of excess plus earnings
- distribution of exact amount
You will submit a form for each year of interest.
recharacterize assumes you have a traditional IRA or agree to open one for this purpose.
Don;t select an option that is not available to you.
‎January 18, 2024
7:50 PM