2009 Form 5498 IRA Contribution Information account No. Taxpayer ID. Account Number 119-601535 5. Fair Market Value of account.14,855. 7. IRA Type.IRA 11. Required Minimum Distribution for 2010.NO. It is an IRS requirement to report Traditional IRAs and Rollover IRAs as IRAs.
2009 Form 5498 IRA Contribution Information account No. Taxpayer ID. Account Number 119-601535 5. Fair Market Value of account.14,855. 7. IRA Type.IRA 11. Required Minimum Distribution for 2010.NO. It is an IRS requirement to report Traditional IRAs and Rollover IRAs as IRAs.
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Attribution Non-Commercial (BY-NC)
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2009 Form 5498 IRA Contribution Information account No. Taxpayer ID. Account Number 119-601535 5. Fair Market Value of account.14,855. 7. IRA Type.IRA 11. Required Minimum Distribution for 2010.NO. It is an IRS requirement to report Traditional IRAs and Rollover IRAs as IRAs.
Direitos autorais:
Attribution Non-Commercial (BY-NC)
Formatos disponíveis
Baixe no formato PDF, TXT ou leia online no Scribd
Agent for Fidelity Management Trust Company 200 Liberty Street, 5th floor New York NY 10281
Federal ID Number: 04-3523567 ....................
....................Customer Service:..800-544-6666 ....................Visit Us Online:.......Fidelity.com
MATTHEW JAMES STILL
91 BUTLER ST BROOKLYN NY 11231-4798
Form 5498 2009 IRA Contribution Information OMB No. 1545-0747
This information is being furnished to the Internal Revenue Service. Account Number 119-601535 5. Fair Market Value of Account.....................................................................................14,855.87 7. IRA Type...............................................................................................................IRA* 11. Required Minimum Distribution for 2010.................................................................................NO . *It is an IRS requirement to report Traditional IRAs and Rollover IRAs as IRAs. Please see the IRA Portfolio section in this statement to further identify your account. .
IRA Portfolio as of December 31, 2009 (Not reported to IRS)
Account Type Security CUSIP Quantity Price Market Value
ROLLOVER IRA 119-601535
FIDELITY FREEDOM 2040 315792101 307.2810 7.160 2,200.13 FIDELITY DIVERSIFIED INTERNATIONAL 315910802 65.2830 28.000 1,827.92 SPARTAN US EQTY INDX INVESTOR CLASS 315911206 54.0690 39.430 2,131.94 FIDELITY CONTRAFUND 316071109 41.0380 58.280 2,391.69 FIDELITY MID CAP STOCK 316128404 72.7080 23.420 1,702.82 OAKMARK SELECT I 413838608 88.3010 24.290 2,144.83 NEUBERGER BERMAN GENESIS TRUST CLASS 640917100 62.5870 39.250 2,456.54 . . Fair Market Value of Your IRA Portfolio as of 12/31/2009 14,855.87 Fair Market Value of Your IRA Portfolio as of 12/31/2008 11,087.68 . .
IRA Beneficiary Summary Statement as of February 23, 2010 (Not reported to IRS)
Account Primary or Name Share Date of Relationship Legal Heir
Contingent Percent Birth/Trust Option
ROLLOVER IRA 119-601535
Primary LEYLA STILL 100.00 06/18/1975 Spouse Contingent No contingent beneficiary on record. . . . . . . This is for informational use only. This does not replace the official tax documents mailed to you. 2009 Form 5498 IRA Contribution Information Account No. Taxpayer ID. Page 119-601535 059-74-9006 2 of 2
National Financial Services LLC
Agent for Fidelity Management Trust Company 200 Liberty Street, 5th floor New York NY 10281
Federal ID Number: 04-3523567 ....................
....................Customer Service:..800-544-6666 ....................Visit Us Online:.......Fidelity.com
MATTHEW JAMES STILL
91 BUTLER ST BROOKLYN NY 11231-4798
For additional information, please visit fidelity.com/taxstatementguides.
. If you make any IRA contributions for 2009 between January 1 - April 15, 2010, Fidelity will mail an updated Form 5498 to you by May 31, 2010. . This is for informational use only. This does not replace the official tax documents mailed to you.