DawnC
Employee Tax Expert

[Event] MetLife & TurboTax Present: The Ask Us Anything Forum

Most major custodians will keep online access for 7-10 years and most keep internal archived records for much longer.    So, you may want to check with Fidelity; there is not a guaranteed retention period, but they probably do have what you need.  

 

The IRS usually only makes transcripts available (1099-R included) for 10 years, so it is unlikely to get anything older from them, but you can certainly try.    Get My Tax Records

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post