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drzehrung
New Member

Part of my withdrawals from my IRA with Fidelity was returned within 60 days to the IRA, in January of 2019. How can I show this & cange my net income from Fidelity?

 
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Accepted Solutions
Cindy0H
New Member

Part of my withdrawals from my IRA with Fidelity was returned within 60 days to the IRA, in January of 2019. How can I show this & cange my net income from Fidelity?

When you enter your 1099R, there will be some questions that will correct this. One page you see will ask what you did with the money (see screenshot). Click on the top one and then choose the appropriate answer below. Here's how:

  • Federal
  • Income & Wages
  • Retirement Plans
  • IRA and Pension Plans.....update
  • Edit your 1099 if you have already entered it 
  • Click continue until you come to the page in the screenshot
  • Click on the top one and then choose the appropriate answer below


If you have other questions about this, ask in the comment box below.

View solution in original post

1 Reply
Cindy0H
New Member

Part of my withdrawals from my IRA with Fidelity was returned within 60 days to the IRA, in January of 2019. How can I show this & cange my net income from Fidelity?

When you enter your 1099R, there will be some questions that will correct this. One page you see will ask what you did with the money (see screenshot). Click on the top one and then choose the appropriate answer below. Here's how:

  • Federal
  • Income & Wages
  • Retirement Plans
  • IRA and Pension Plans.....update
  • Edit your 1099 if you have already entered it 
  • Click continue until you come to the page in the screenshot
  • Click on the top one and then choose the appropriate answer below


If you have other questions about this, ask in the comment box below.

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