Thank you again,
I will look at the fund's material to determine cost basis (try to)
Another "fun" fact is on 1/4/21, I did the same thing for $7,000 for the 2021 tax year. So hopefully I can navigate this better next year.
So just to be sure,
1. I need to find the Cost basis and report on Form 8949?
2. I need to file a Form 5498 to show my contribution to IRA?
thanks so much
