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I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

 
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6 Replies

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

Is the missing 1099-R from an IRA?   or from a 401K or pension?
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

From pension.

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

fron  IRA  ok as is

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

ok

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

OK

I am importing tax forms from Fidelity. A 1099-R form seems to be missing from the import. I do not want to manually enter it with the possibility for duplicate entry.

Pension 1099-R forms from Fidelity come from a different service operation within Fidelity.  

They have never provided those 1099-R forms as downloads, and I've always had to enter them manually.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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