I really appreciate your response! Thank you. So, for the $99.53 gain noted on the 5498 and 1099-R forms, how do we account for that? Will it be included in our 2023 taxes as a normal gain or does it somehow have to be reflected back in our 2022 taxes, which probably means filling out an amended form? We are thinking it would be included in our Fidelity tax reporting statement for 2023.
