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Retirement tax questions
Regarding the information from Fidelity, the amount of contribution returned is $X. The amount distributed is $X + $Y.
You can enter just about anything you like for the EIN. Since there is no tax withholding, the details of the Form 1099-R are not transmitted with the e-filed tax return. The Form 1099-R is entered into TurboTax only to get the earnings to appear on Form 1040 line 4b and on Form 5329 Part I. If you don't feel comfortable entering a made-up EIN you can always leave that entry blank and print and mail your tax return.
‎September 9, 2019
4:55 PM