VolvoGirl:
Yes, I've already received 3 or 4 Form 5498 for 31 Dec 2023 FMV.
I expect the 4th anytime (though I have a year end FMV for the IRA that hasn't sent a 5498).
The annuity really can't be adjusted for the calculation that reduces the RMD (since it's a contract).
So, does that mean that my advisor should be able to have his company send a corrected 5498
(I think I'd only need one from one IRA of the 4)?
Thank you.
mk122
