1 & 2. No sir, I've been investing in the mutual fund since 1992. Just "regular" money/shares.
Now on my 2019 return, I did get a 1099-B where I did have capital gains /proceeds I did have to pay to set up the Roth IRA. But nothing of the sort for 2020.
Again thanks so much. I just want to file it right with the IRS
