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Tax law changes
Maybe you can log into your Fidelity 401K account and change it on there. I've done that with my IRA and 401K accounts. I think the 401K plans are lumped together with Pensions plans. They both go on 1040 line 5. Yeah what they told you doesn't sound right. I would call Fidelity again and get someone else.
‎October 20, 2023
9:18 AM