Retirement tax questions

@dalbers2015 

 

You probably have a NetBenefits account and Fidelity....if you log in there, you should be able to download a PDF of your 1099-R.   

 

(If you've set your account to be  "Green" by  eliminating paper-mail, they may only be providing the 1099-R forms in the NetBenfits account, as PDF downloads that you have to access yourself).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*