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The document provides comprehensive information on Minimum Required Distributions (MRDs) for retirement accounts, specifically focusing on the requirements set by the IRS for individuals aged 70½ and older. It outlines important deadlines for taking MRDs, explains the implications of failing to meet these requirements, and offers guidance on how to manage MRDs effectively. Fidelity offers services to help clients calculate and automate their MRD withdrawals, emphasizing the importance of integrating these distributions into a broader retirement income plan.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why didnt I receive form 5498?

Q: Why didnt I receive an IRS Form 5498? A: If you have a traditional IRA, SEP-IRA, SIMPLE IRA, Roth IRA contract and did not have a contribution, rollover, conversion, or recharacterization during the tax year, an IRS Form 5498 will not be sent to the contract owner.

How do I get my 5498 form?

The issuerretirement brokerages or banksmust file Form 5498 to the IRS by May 31 each yearand you will receive a copy of the form.

Where can I get Fidelity tax forms?

You may view and download copies of your 2024 tax forms at accounts.fidelity.com. After logging in to the site, Under Account Type, click on the account and then click on Tax Forms tab. Select the tax year that you would like to view from the drop down and then click View PDF.

Does Fidelity provide form 5498?

Form 5498 is for your records, but you do not need this form to file taxes. Fidelity files Form 5498 with the IRS to report your contributions for the year. You are provided a copy of the form for informational purposes and, as mentioned, do not need to include it when you file your taxes.

How to get 1099-R form from Fidelity?

Can I view my Form 1099-R online at Fidelity.com? Yes. If you are an owner of an in-force annuity contract, you can view your tax form online by accessing Fidelity.com/documents and selecting the Tax forms link.

How do I set up automatic RMD in Fidelity?

Go to Fidelity.com/rmd or call 800-343-3548. Use this form to request automatic withdrawals on a regular basis or to request Fidelity to calculate and establish a required minimum distribution (RMD) plan for a Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan account.

How do I get a Fidelity form 5498?

How to find your 5498 Log in to your Fidelity account from Fidelity.com. Under the Accounts Trade menu, select Tax Forms Information. Click the blue button that says View your tax forms. If Form 5498 is scheduled to be available at a later date, youll see In Progress under the Status column.

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