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.

bill01 · ‎June 6, 2019

SteamTrain · ‎June 6, 2019

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.*

bill01 · ‎June 6, 2019

From pension.

xxcharlie145 · ‎June 6, 2019

fron IRA ok as is

xxcharlie145 · ‎June 6, 2019

ok

xxcharlie145 · ‎June 6, 2019

OK

SteamTrain · ‎June 6, 2019

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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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.