For reference:

A spouse's info has nothing to do with this, since retirement accounts are individual accounts.

You didn't state what was the action they took? It appears they did a rollover from some plan or account to some similar plan or account?

The Form 5498 is for money In and is your due diligence, but is not filed as part of a 1040. It would be needed, for instance, to use for RMD and to confirm Form 8606 info.

A 1099-R is for money Out (distributions, rollovers Out, withdrawals) and is used for form 8606 info.