Dana thank you for the information! I will follow those steps later today and hopefully get that taken care of. I do have one other question that I should have included with my original post and hopefully you can answer as well. In 2024 I had a rollover IRA with Fidelity, which is where my $75 contribution in January of 2024 went. On March 4, 2024 I transferred my Fidelity account to Edward Jones, along with other accounts my wife and I had. My Edward Jones financial advisor said I needed to contact Fidelity to find out what the attributable gain/loss was of my $75 contribution to the IRA in January 2024 until the transfer to my Edward Jones account on March 6, 2024. I contacted Fidelity and they told me there was a gain of $1.31. My question is do I need to account for this $1.31 gain on my TY2024 return, and if so how/where do I do that? Thanks again for your help!
