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bettyhirte49
March 4, 2022
Question

fidelity inveestments

  • March 4, 2022
  • 1 reply
  • 0 views

I have a small amount of investments that I rollover to put it back to be invested its on a 1099 R form and I can't figure where to put it on my taxes.  can you tell me what form to use or where to enter it.

Thanks Betty 

[email address removed]

    1 reply

    M
    Mike9241
    March 4, 2022
    1. Open (continue) your return if you don't already have it open
    2. Search for 1099-R and select the Jump to link in the search results
    3. Answer Yes on the Did you get a 1099-R? screen

     

    all the info needed is on that form.  if this was a direct rollover, none of it should be taxable (box 7 on the 1099-R should be G)

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