- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I suspect what Fidelity was telling you is that the Form 1099-R will not show that some portion of the distribution was rolled back in, not that they don't issue a Form 1099-R. If they paid any of the IRA out to you, even if you rolled some back in they certainly will have generated a Form 1099-R reporting that distribution.
‎June 3, 2019
11:10 AM