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But I question if it was a Form 5498, as that form doesn't normally show the cost basis of individual securities, though some custodians use customized substitute forms.

Yeah, I don't recall seeing cost basis for individual securities on a 5498 - only things like contribution and conversion amounts, and total account value. But I haven't had a retirement account at Fidelity for a long time, so I wondered if they send out forms that included some supplementary information on cost basis.

On the other hand, since it was a merger, I also wondered if it was some different type of tax form but the OP didn't identify it correctly. But I couldn't find any forms with similar numbers that were merger related.

AJ
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