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posted Jan 22, 2025 9:38:11 AM

How do i upload my 401(k) withdrawal coming from from fidelity?. Does it get transferred from Fidelity at what point I don’t see where I need to have that happen?

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1 Best answer
Level 15
Jan 22, 2025 9:41:08 AM

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Note - Importing of Form 1099's from TurboTax import partners usually is not available until mid-February

2 Replies
Level 15
Jan 22, 2025 9:41:08 AM

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Note - Importing of Form 1099's from TurboTax import partners usually is not available until mid-February

Level 15
Jan 22, 2025 10:22:28 AM

@hdudleywm 

 

If it is a pension or 401k from a Fidelity Netbenefits account. historically, they have never had data imports, so you normally have to enter them manually.   (true, I haven't tried an import again  this year, since I've already entered them manually)

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Don't know about a 1099-R from a regular Fidelity consumer account IRA.   Haven't been in that situation, so don't know what they provide there.  But those consumer account forms were supposed to be available after 25 Jan.