Skip to main content
TurboTax
Community
TurboTax
TurboTax
zeke
Level 1
June 1, 2019
Question

I never received 1099-R from Fidelity Investments. Can you still help me?

  • June 1, 2019
  • 5 replies
  • 77 views
No text available

5 replies

MichaelL1
MichaelL1
Level 15
June 1, 2019

You will only get one (1099R), if you did a rollover of funds during 2016, or took a distribution (money taken out) during the year.

If you did either one of these, contact them and ask for one.  

You will really need this information to correctly do your taxes. 

mark-wood
Level 2
June 1, 2019
I transferred money in a Fidelity IRA into a TDAmeritrade IRA.  Will I be receiving a 1099R?
Tromonda71
Level 2
March 20, 2023

Can you please email me my 1099-R from Fidelity Investments?  Email is [email address removed]?

 

Thank you,

 

Roseann [Removed]

DoninGA
Level 15
DoninGALevel 15
Level 15
March 20, 2023
@Tromonda71 wrote:

Can you please email me my 1099-R from Fidelity Investments?  Email is [email address removed]?

 

Thank you,

 

Roseann Tromonda

There is no way TurboTax can get the Form 1099-R for you.  You must contact the plan administrator and request the Form 1099-R or they may have the form available on their website.

TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Explore your options
Terms & ConditionsAccessibility statement
Sitemap
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2026 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

About Cookies Manage cookies

TRUSTe nResult Certified e-File C-Level Security Certification
Intuit
TurboTax Credit Karma QuickBooks MailChimp

© 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Copyright © Intuit Canada ULC, 2026. All rights reserved.

About Cookies Manage cookies

Intuit
TurboTax Credit Karma QuickBooks MailChimp

© 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

© 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

À propos des témoins Gérer les témoins