@ banganr wrote: I am trying to down load all my fidelity investment 1099Rs. I don't seem to be able to do this? Unfortunately it is a holiday.
You didn't say where you are trying to download them and where you are having trouble--from Online TurboTax or your Fidelity online account?
Online TurboTax does not have copies of your actual 1099-R's--it only has the information you entered from the 1099-R's (or imported) which it places on a 1099-R Worksheet. That worksheet should be in the tax return PDF if it is the larger PDF that contains the worksheets. If you've been using Online TurboTax to prepare your returns, and if your 2024 PDF doesn't include the worksheets, we can tell you another way to get the 2024 return PDF with all the worksheets. As for prior returns, if you don't know already how to get the PDF for 2023 and other past years, we can tell you how. However, they may or may not have all the worksheets.
But if you want the actual 1099-R's, it seems to me the easiest and most straightforward place to get copies would be in your online Fidelity account (assuming you have one)--most likely in a section called Documents then Tax Forms. Or is that what you are trying to do, but hitting a roadblock on the Fidelity account website? If so, you may have to wait until Fidelity opens for customer service hours.
