dmertz, just wanted to update you, and this thread with the result that I found the basis for this rollover IRA. The rollover was done in 2007 and I have a 2007 Form 1099-R from Fidelity showing the gross distribution and Box 5 with the employee contribution, which I assume is the basis. I am wondering whether Fidelity would have kept track of this original basis and have it accessible online when the account is brought up? I'm going to get husband to get me access to his account and will check it out since I need also to get an exact amount for the FMV of his IRA as of Dec 2019 to calculate the basis for his converted amount. Thanks again for getting us on the right track.
