topic Very confusing year. I received a 30k check from fidelity.(retirement account). They mailed me check and I deposited it to wellsfargo before I sent the total to vanguard in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/very-confusing-year-i-received-a-30k-check-from-fidelity-retirement-account-they-mailed-me-check-and/01/423108#M38387 <P>I did not enter the&nbsp;Form 1099-R. I also withdrew&nbsp;5k out but repaid within 30 days. Both payouts 30,000 and 5,000 were deposited within 30 days but I failed to report the 1099-R forms. As I read turbo tax suggestions I thought it did not need to be reported, hence the reason I did not enter the forms. What happens next?</P> Tue, 04 Jun 2019 21:18:17 GMT peterlake-pl 2019-06-04T21:18:17Z Very confusing year. I received a 30k check from fidelity.(retirement account). They mailed me check and I deposited it to wellsfargo before I sent the total to vanguard https://ttlc.intuit.com/community/retirement/discussion/very-confusing-year-i-received-a-30k-check-from-fidelity-retirement-account-they-mailed-me-check-and/01/423108#M38387 <P>I did not enter the&nbsp;Form 1099-R. I also withdrew&nbsp;5k out but repaid within 30 days. Both payouts 30,000 and 5,000 were deposited within 30 days but I failed to report the 1099-R forms. As I read turbo tax suggestions I thought it did not need to be reported, hence the reason I did not enter the forms. What happens next?</P> Tue, 04 Jun 2019 21:18:17 GMT https://ttlc.intuit.com/community/retirement/discussion/very-confusing-year-i-received-a-30k-check-from-fidelity-retirement-account-they-mailed-me-check-and/01/423108#M38387 peterlake-pl 2019-06-04T21:18:17Z You need to amend your 2016 tax return to included both 1... https://ttlc.intuit.com/community/retirement/discussion/you-need-to-amend-your-2016-tax-return-to-included-both-1/01/423113#M38389 You need to amend your 2016 tax return to included both 1099 R forms you have received. They both will be reported as non-taxable income. Most importantly, you will report to the IRS that the amounts were rolled over.<BR /><BR />See the article below for instructions on how to amend a tax return you have already filed.<BR /><BR /><A target="_blank" href="https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed">https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed</A> Tue, 04 Jun 2019 21:18:18 GMT https://ttlc.intuit.com/community/retirement/discussion/you-need-to-amend-your-2016-tax-return-to-included-both-1/01/423113#M38389 Fern 2019-06-04T21:18:18Z
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topic Very confusing year. I received a 30k check from fidelity.(retirement account). They mailed me check and I deposited it to wellsfargo before I sent the total to vanguard in Retirement tax questions
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<P>I did not enter the&nbsp;Form 1099-R. I also withdrew&nbsp;5k out but repaid within 30 days. Both payouts 30,000 and 5,000 were deposited within 30 days but I failed to report the 1099-R forms. As I read turbo tax suggestions I thought it did not need to be reported, hence the reason I did not enter the forms. What happens next?</P>
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Very confusing year. I received a 30k check from fidelity.(retirement account). They mailed me check and I deposited it to wellsfargo before I sent the total to vanguard
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https://ttlc.intuit.com/community/retirement/discussion/very-confusing-year-i-received-a-30k-check-from-fidelity-retirement-account-they-mailed-me-check-and/01/423108#M38387
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<P>I did not enter the&nbsp;Form 1099-R. I also withdrew&nbsp;5k out but repaid within 30 days. Both payouts 30,000 and 5,000 were deposited within 30 days but I failed to report the 1099-R forms. As I read turbo tax suggestions I thought it did not need to be reported, hence the reason I did not enter the forms. What happens next?</P>
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You need to amend your 2016 tax return to included both 1...
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https://ttlc.intuit.com/community/retirement/discussion/you-need-to-amend-your-2016-tax-return-to-included-both-1/01/423113#M38389
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You need to amend your 2016 tax return to included both 1099 R forms you have received. They both will be reported as non-taxable income. Most importantly, you will report to the IRS that the amounts were rolled over.<BR /><BR />See the article below for instructions on how to amend a tax return you have already filed.<BR /><BR /><A target="_blank" href="https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed">https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed</A>
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