Re: Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

Alright 2019 income tax year
Fidelity is new 2020 tax year

posted

IF an Alright 1099-R transferred in empty form your 2019 tax file,

You should be able to just go into the 1099-R entry area on the Wages&Income page and delete that old form from the 1099-R table. then just add in the new Fidelity one.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Fidelity Investments will not export my Investment account into Turbotax (get internal server error); How do I import the brokerage's .csv file into TT?

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Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

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Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

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Form 1099R Alright plan does not exist anymore. Fidelity is the new investment for my pension plan. Do we change this and how to eliminate Alright?

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