- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
From a brokerage account, or from NetBenefits ?
NetBenefits 1099-R forms have never been provided in an importable tax format in past years.....manual entry only.
________________________________
Fidelity had indicated that the special tax format files will not be ready until 25 Jan -31 Jan or later. Even though PDF files may be ready earlier, they are not the specially formatted tax files required for any tax software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 16, 2020
5:48 PM