My 5498s only have lines 5, 7, 11, 15a, 15b and the FMV of certain specified assets as of December 31, 2023 listed has the name of a mutual fund with market value $5248.
That's all. I'm beginning to think these forms are not related at all. 1099-Rs are from TDameritrade/Charles Schwab but the 5498s came from Fidelity????
My husband's financial advisor says that all the $6000 and $6500 was converted. Therefore I assume that the traditional IRA value should be $0 at end of year...
