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March 21, 2025
Question

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?

  • March 21, 2025
  • 1 reply
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1 reply

DawnC
Employee
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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