I need a copy of my 2023 RMD amount at year end . I was told it is on my year end summary.
Yes, you're right. Your Required Minimum Distribution (RMD) amount for the year 2023 will be listed on your year-end summary. Fidelity Investments provides this summary at the end of each year, which includes all the financial activities in your account for that year. If you need a copy, you can download it by logging into your account on the Fidelity Investments website and navigating to your "Account Features". Find the "Year-End Summary" link, click on it, and you can then download the summary as a PDF file. The RMD amount will be listed under the retirement account section of the summary.