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Retirement tax questions
I am using the online version. I go to Wages & Income, Here's Your 1099-R Info, edit an already imported 1099-R. Scroll through the selections and questions to check accuracy. Whether I have either manually imported or have Fidelity import the information, I never get to a screen that says “Tell us if you moved the money through a rollover or conversion”. I have tried deleting the 1099-R and re-entering the info and same problem, the question never comes up. Never any question about conversion.
March 17, 2025
2:27 PM