Thank you! That's a relief to know I don't have to do anything with the IRA/RIRA K1 package. Yes, I think I saw that the unrelated business income > $1k was the threshold to determine if the IRA reports on your behalf. But I didn't see any evidence of Merrill reporting anything, but I see that there's no UBTI listed in line 20V.
Do I need to keep track of anything for my shares in my taxable account or the sold shares from the IRA for cost basis calculations in the future? If I want to sell ET in my taxable, does that involve complicated cost basis calculations (where I may need a CPA) or does TT Premier walk you through that ok?
This whole process make me not want to accumulate shares in fear of increasing whatever columns in the State schedules determines attributable income.
