I have next to nothing in my rollover IRA with Fidelity, and haven't done anything with it in years. They don't send me a form. How do I get Turbo Tax to recognize this?

ckzmoon · ‎March 21, 2025

DawnC · ‎March 21, 2025

You won't get a form until you remove the funds from the account. In the year that you do that, you will receive a Form 1099-R to report on your tax return.

You only need to enter contributions or distributions from the account. If it has just been sitting there, with one dollar or a million dollars, there is nothing to report.

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I have next to nothing in my rollover IRA with Fidelity, and haven't done anything with it in years. They don't send me a form. How do I get Turbo Tax to recognize this?

I have next to nothing in my rollover IRA with Fidelity, and haven't done anything with it in years. They don't send me a form. How do I get Turbo Tax to recognize this?

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I have next to nothing in my rollover IRA with Fidelity, and haven't done anything with it in years. They don't send me a form. How do I get Turbo Tax to recognize this?

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