nancywho
Returning Member

Retirement tax questions

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...