An amended 1099-R would "correct" the numbers for the 2023 rollover, if it was to be generated.Fidelity says they can't issue an amended 1099-R, but we will receive a new 1099-R for 2024 in January 2025.
The new 1099-R form for 2024 would be for any payment made from Fidelity to you for trouble/taxes this "problem" caused you. But I think it would be on another kind of form since it isn't coming out of any of your accounts like the 1099-R typically covers.
Statistics: Posted by celia — Thu Sep 19, 2024 1:56 am — Replies 22 — Views 1542