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June 6, 2019
Solved

If you have a 1099-R from fidelity investments and can’t remember username and password what do I do?

  • June 6, 2019
  • 1 reply
  • 0 views
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Best answer by SteamTrain

As long as you have your PDF or paper copy of the 1099-R, you just enter it manually:

..Ignore the box at the top of the screen and leave it blank.

.....go to the lower-Rt corner and click on

.........."I'll type it in myself"

Then enter your values manually using your paper copy

______________________

IF you don't have your paper copy, or PDF copy yet, then call Fidelity, and see if they have mailed them out yet...or whether you are set up to only get them electronically.

.....(or find a local Fidelity investor center...if any are close by to you)

1 reply

SteamTrain
Employee
June 6, 2019

As long as you have your PDF or paper copy of the 1099-R, you just enter it manually:

..Ignore the box at the top of the screen and leave it blank.

.....go to the lower-Rt corner and click on

.........."I'll type it in myself"

Then enter your values manually using your paper copy

______________________

IF you don't have your paper copy, or PDF copy yet, then call Fidelity, and see if they have mailed them out yet...or whether you are set up to only get them electronically.

.....(or find a local Fidelity investor center...if any are close by to you)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*