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

[MichaelL1]

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]

I transferred money in a Fidelity IRA into a TDAmeritrade IRA.  Will I be receiving a 1099R?

[Tromonda71]

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

Thank you,

Roseann [Removed]

[DoninGA]

---

@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.

[SteamTrain]

You should be able to log into yoru account separately, through your normal account login access, and get a PDF download of that form, and any other tax forms that may be available within that account..

So many people have gone to entirely electronic distribution of all their notices, documents, reports and forms, they sometimes forget they need to go into their account to get the copies of their forms.