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Retirement tax questions
Hi @dmertz ,
Today I asked Fidelity to provide me the specific code that was reported on 1099-R and the eligibility for the rollover.
When he returned, he told me that it was filing as "code 1 - early distribution". and this fund was eligible to rolling back to my Roth IRA.
Please can you let me know if the filing code they have provided is correct? I need to make sure I am not getting into a trouble when making 2023 contribution by April 15.
TIA.
‎April 1, 2024
11:12 AM