You'll need to sign in or create an account to connect with an expert.
Since you took a distribution from a retirement plan, you should have received a Form 1099-R that reported the distribution amount and the taxes that were withheld.
When you enter the 1099-R into your return (including the information about the taxes that were withheld) those taxes will be taken into account along with the other income and deductions on your return. You may not receive a full refund of those taxes, but you will get credit for them on line 64 of your Form 1040.
If you did not receive a Form 1099-R, then you should contact Fidelity for a replacement copy.
Since you took a distribution from a retirement plan, you should have received a Form 1099-R that reported the distribution amount and the taxes that were withheld.
When you enter the 1099-R into your return (including the information about the taxes that were withheld) those taxes will be taken into account along with the other income and deductions on your return. You may not receive a full refund of those taxes, but you will get credit for them on line 64 of your Form 1040.
If you did not receive a Form 1099-R, then you should contact Fidelity for a replacement copy.
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.
joykincaid3
New Member
Evpliz
New Member
dhburton
New Member
tcbent
New Member
Sunshine 58
Level 3