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Personal Finance and Investing

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question everything

(50,672 posts)
Sat Aug 1, 2020, 01:08 PM Aug 2020

Are they trying to tell us something? [View all]

Yesterday in the mail, from Vanguard Form 5498 for 2019. Haven't we got it? Well, no. It is IRA contribution information, oh, the $1,000 rolled over to Roth in December.

But then there is a note: The following information applies only if the IRA owner identified on the enclosed form 5498 passed away last year. How to Obtain the Date of Death Fair Market Value (FMV) of a Decedent's IRA.

Oh-Kay..

Also in yesterday's mail, statement from Well Fargo VISA. Several additional pages (all our correspondence are via U.S. mail): Changes effective October 1, 2020: Closed Credit Card and Forfeiture in the Case of Cardholder Death..

Again, are they trying to tell us something?


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