Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
mcibotti_7
New Member

I closed and received a Retirement Distribution check from Fidelity but did not pay taxes on it. How do acquire a 1099 form or pay the taxes on it now?

 
1 Best answer

Accepted Solutions
PaulaM
Employee Tax Expert

I closed and received a Retirement Distribution check from Fidelity but did not pay taxes on it. How do acquire a 1099 form or pay the taxes on it now?

Contact Fidelity asap for the 1099-R form. They may have the form available for you to download. You will need the form as it has the distributions codes that will determine the tax treatment and flow to your return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
PaulaM
Employee Tax Expert

I closed and received a Retirement Distribution check from Fidelity but did not pay taxes on it. How do acquire a 1099 form or pay the taxes on it now?

Contact Fidelity asap for the 1099-R form. They may have the form available for you to download. You will need the form as it has the distributions codes that will determine the tax treatment and flow to your return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

Dynamic AdsDynamic Ads
v
Privacy Settings