I did a ROTH withdrawal in 2025. How can I confirm the amount was solely from deposits and not market gains. The account has changed fiduciaries, but I do not have record of what was deposits. Additionally during the time of roll-over the TRAD and ROTH went to the same fiduciary. I can I confirm this?
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
After you have entered your form 1099-R, TurboTax will take you to the summary page titled Your 1099-R Entries.
On that page, click Continue and follow the TurboTax interview until you arrive at the page titled Enter Prior Year Roth IRA Contributions where you can enter the amount of your past contributions.
I am trying to see how I can find historical info on prior years' contributions. I only keep 7 years of info and these would have been made before that. How long would the fiduciary (Fidelity) hold those records? Or, would the IRS have the old 1099-R's
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