Why is my Fidelity account showing my incoming 401k rollover as a taxable distribution instead of a direct transfer and how do I fix this code error today?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
Why is my Fidelity account showing my incoming 401k rollover as a taxable distribution instead of a direct transfer and how do I fix this code error today?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
Fidelity incoming 401k rollover incorrectly coded taxable distribution direct rollover correction Fidelity official Google ↗
IRS rollover 401k direct rollover Form 1099-R distribution code correction plan administrator official Google ↗
- Contact Us page · fidelity.com
- Instructions for Forms 1099-R and 5498 (2026) · irs.gov
- Rollovers of retirement plan and IRA distributions · irs.gov
- 401k Resource Guide Plan Participants General Distribution Rules · irs.gov
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Fidelity incoming 401k rollover incorrectly coded taxable distribution direct rollover correction Fidelity official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS rollover 401k direct rollover Form 1099-R distribution code correction plan administrator official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |