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Retirement tax questions
Thank you very much for your persistence with this issue! I have been working on it forever!
Yes, I have tried deleting the 1099-R and redoing with manual entry. Tried this several times, both uploading from Fidelity and doing it manually.
The code in box 7 is 7. The IRA/SEP/SIMPLE box is checked. The gross distribution number in box 1 is a combination of a required IRA distribution and a Roth conversion from the same account.
My token no. is 1290723@DanaB27
March 18, 2025
7:38 AM