You'll need to sign in or create an account to connect with an expert.
Check with Fidelity, but I believe that, as long as this was a direct rollover of a 401k into a new 401k, it does not get a 1099-R.
If these were independent employers, a Form 1099-R is probably required and should have code G in box 7. Your Forms 1099-R are available for download from the Fidelity website.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mpapadop
Level 1
cnhowardcell
Returning Member
CW62
Level 1
pipeclamp
Level 1
Tee1224
Returning Member