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New Member
posted Jan 26, 2022 12:20:43 PM

IRS deductions

Hi,

 

Not sure what to put for IRA donations since I had Fidelity Investments take over from Fidelity Financial Engines.  My 401k was re-distributed and no money was  taken from it... They sent  forms1099, Consolidation 8736, Rollover IRA 5498 and ROTH IRA 5498. I haven't a clue and hoping you can please help.

 

Thank you,

Calvin

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1 Replies
Employee Tax Expert
Jan 26, 2022 12:33:05 PM

Did you make an out-of-pocket contribution to an IRA?  This is what represents an IRA donation. 

 

All of the adjustments to 401K's 1099-R's and consolidated forms are all different events.