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Retirement tax questions
Thank you very much!
You mentioned that the rollover from the traditional Fidelity 401(k) directly to a Roth IRA requires a third Form 1099-R (code G), but Fidelity didn't provide the 1099-R form for this one. Any advice on what should I do? Not sure why they didn't provide the 1099-R form. Thank you!
March 10, 2024
11:30 AM