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Get your taxes done using TurboTax
Question 1: National Financial Services is correct. They are subsidiary of Fidelity and they do clearing (back office) for Fidelity and other brokers. Don't worry about the "agent of..." part. It's not an issue.
Question 2: Not an issue that you received $4 after taking a distribution marked as "Total Distribution".
Question 3: Was the $4 reported in box 2a? If not, enter zero in box 2a. I don't think there should be $4 on line 4b or your 1040, but it's only $4.
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March 24, 2025
6:09 PM