fnassief
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Fidelity told me they do not issue a 1099 R for 60 day rollovers. They only send a 5498. Confused.
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No answer this far has really addressed my problem. Fidelity tells me they did not reduce the 1099R withdrawal by the $500 I rolled back. So, my question remain...
Activity Feed for fnassief
- Posted Fidelity told me they do not issue a 1099 R for 60 day ro... on Retirement tax questions. June 3, 2019 11:10 AM
- Posted No answer this far has really addressed my problem. Fidel... on Retirement tax questions. June 3, 2019 11:10 AM
- Posted Rollover (Rollback): Moved $ out of ira and within 60 days rolled $500 back. Where in TTax information entered? Fidelity only gave me a 5498 which is useless in TTax? on Retirement tax questions. June 3, 2019 11:10 AM
- Posted I took out $500 last year from my IRA and within 60 days rolled it back into the same account. I don't see anywhere in Turbotax where I can show that i rolled it back? on Retirement tax questions. June 1, 2019 12:27 AM