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.
061337
6 Replies
SteamTrain
Level 15
Jun 6, 2019 10:39:37 AM
Is the missing 1099-R from an IRA? or from a 401K or pension?
bill01
Level 1
Jun 6, 2019 10:39:38 AM
From pension.
xxcharlie145
New Member
Jun 6, 2019 10:39:40 AM
fron IRA ok as is
xxcharlie145
New Member
Jun 6, 2019 10:39:41 AM
ok
xxcharlie145
New Member
Jun 6, 2019 10:39:43 AM
OK
SteamTrain
Level 15
Jun 6, 2019 10:39:44 AM
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.