How to Request Physical Copies of My Tax Forms

Here’s a summary of the main problem and solutions discussed:

  • Main Problem: The user, Derpy, was unaware that they needed to manually change their settings to receive tax forms physically instead of digitally, and they are seeking a way to have a previously sent digital tax form mailed to them.
  • Solution: Fidelity’s representative suggested that Derpy call or use the Live Chat function on their website to request a duplicate physical copy of the tax form to be sent to their address on record.
  • Additional Resource: Fidelity provided a link for Derpy to access their contact information for further assistance.
Here’s the full thread
Derpy
02/21/2023 at 13:27:41 PST
Hello, so I didn’t know that i had to manually change my settings so that tax forms would get sent to me. I have a tax form that was sent digitally (before I changed my settings so that I now receive forms physically) and I was wondering if it is still possible for it to be mailed.
FidelityJenny
02/21/2023 at 13:35:27 PST
Thanks for dropping in, @Derpy! If you’re needing a physical copy of your tax form, go on ahead and give us a call or chat with us through our Live Chat function on our website. Our associates can request a duplicate copy to be sent to your address on record.
Derpy
02/21/2023 at 13:36:00 PST
Alright, thanks!
FidelityJenny
02/21/2023 at 13:36:09 PST
You can access our contact information by clicking here: https://www.fidelity.com/customer-service/contact-us
FidelityJenny
02/21/2023 at 13:36:34 PST
My pleasure! Let us know if you need anything else in the future. 🟢

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