Trabia78
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Hi to All Who Helped Us: Doug needs to call Fidelity Investments and hammer them to issue us a Corrected 1099-R. We finally got through to TurboTax tax expert a...
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Thank you so much. We did not know what we were doing when we did the 401K withdrawal. We did not know that our AGI would go up and our SS checks would go down....
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Hi Todd:1. Fidelity put the money into a retail account.2. Fidelity took the 20% taxes out of the withdrawal and sent it to the IRS.3. Because Fidelity took 20%...
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This is the problem. I entered the data exactly according toMacuser_22 shows in the screenshots. (Thank you Macuser_22 for your help.) The result is that TurboT...
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Thank you again. I will do exactly as Macuser_22 shows in the screenshots. I hope that the AGI shows our true social security only earnings and not the amount t...
Activity Feed for Trabia78
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 15, 2021 12:43 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 15, 2021 11:34 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 15, 2021 11:06 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 15, 2021 10:23 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 15, 2021 10:00 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 14, 2021 10:07 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 14, 2021 9:18 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 14, 2021 9:13 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 14, 2021 9:07 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 14, 2021 9:04 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 12:56 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 12:48 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 12:46 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 12:25 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 12:23 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 11:06 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 13, 2021 10:18 AM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our A... on Retirement tax questions. February 10, 2021 3:41 PM
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our AGI will go up & SS down. What to do? Fidelity does not answer their phones? on Retirement tax questions. February 10, 2021 2:02 PM
- Posted Can Fidelity issue a Corrected 1099-R due to the incorrect 1099-R they sent to the IRS? Our AGI will go up & SS down. What to do? Fidelity does not answer their phones? on Retirement tax questions. February 7, 2021 12:19 PM