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Retirement tax questions
Thank you to both Opus 17 and DianeW777 for your answers.
That is what I thought, but I saw references I found never specifically mentioned Rollover IRAs and that made me wonder. Especially since, when I did my 2019 conversion of some of a Rollover IRA to the Roth IRA, Broker 1 did not send F5498 for the Rollover IRA (from 401K) that was used in the conversion. Broker 1 send me F5498 did for the post-tax traditional IRA and for the Roth IRA showing the incoming conversion amount from the Rollover IRA (which they did not send an F5498 for). I had to go to my accounts online that year and look up those year end 12/31/2019 balances. I'll have to call Broker 1 and ask them there logic. By the way, Broker1 is one of the largest mutual fund firms.