I am off the try to get broker to clarify what my taxable portion is. I appreciate the clarifications above. However, what I have now is a full 2020 RMD distribution on 2 IRA's on a 1099, and assurances that "something" will be filed on a 5498 in the future (May, well after April 15th). I think it will be the value of the shares when they were moved back into the IRA (taken out in Jan, put back in July, before 8/31 deadline). On other IRA's, I simply get a 1099 showing the amount rolled over, with a G code (direct rollover). A real headache, since part of the money is post tax, and i have other IRA's/457'sand and a TSP account to deal with. Ugggh.
