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June 1, 2019
Solved

Part of my withdrawals from my IRA with Fidelity was returned within 60 days to the IRA, in January of 2019. How can I show this & cange my net income from Fidelity?

  • June 1, 2019
  • 1 reply
  • 0 views
No text available
Best answer by Cindy0H

When you enter your 1099R, there will be some questions that will correct this. One page you see will ask what you did with the money (see screenshot). Click on the top one and then choose the appropriate answer below. Here's how:

  • Federal
  • Income & Wages
  • Retirement Plans
  • IRA and Pension Plans.....update
  • Edit your 1099 if you have already entered it 
  • Click continue until you come to the page in the screenshot
  • Click on the top one and then choose the appropriate answer below


If you have other questions about this, ask in the comment box below.

1 reply

Cindy0HAnswer
Employee
June 1, 2019

When you enter your 1099R, there will be some questions that will correct this. One page you see will ask what you did with the money (see screenshot). Click on the top one and then choose the appropriate answer below. Here's how:

  • Federal
  • Income & Wages
  • Retirement Plans
  • IRA and Pension Plans.....update
  • Edit your 1099 if you have already entered it 
  • Click continue until you come to the page in the screenshot
  • Click on the top one and then choose the appropriate answer below


If you have other questions about this, ask in the comment box below.