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.

 

@Scouse-s