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Arizes IRA contributions, recharacterizations, conversions, and reconversions. This is the information Fidelity is required to report to the IRS. Second is the IRA Portfolio section, which lists holdings and the fair market value. Third is the IRA Beneficiary Summary Statement, which provides a list of the beneficiaries we have on file for your IRA. Customer Service: Visit Us Online: 800-544-6666 Fidelity.com A Form 5498 2008 IRA Contribution Information OMB No. 1545-0747 Copy B for Partici.

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Keywords relevant to Form 12661

  • CDs
  • 1040A
  • 1-800-FIDELITY
  • 1099-R
  • recharacterizations
  • stirpes
  • nondeductible
  • Cerulli
  • PRIMAR
  • fdic
  • fia
  • rollovers
  • nc
  • 60-day
  • recharacterized
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