welschp
Returning Member

Retirement tax questions

No, it does not look like the example you linked.  It has several of the same boxes (1-Gross Distribution; 2a-Taxable Amount; 4-Federal Income tax withheld; 7-Distribution Code and 14 State Tax Withheld) in columns and multiple lines under each.  They list the Fidelity funds (5) that were sold on individual lines with values listed in the columns.  That was the genesis of my question.  I was thinking that it would make sense to only do a single 1099-R entry in Turbo Tax using the totals of each column.   But since Fidelity submitted the 1099-R with all the lines I'm afraid that the IRS will be looking for each line, which would mean I would have to create five 1099-Rs.