I made a contribution (less than $1,000) to my Roth IRA that I should not have in February 2017 with Fidelity. In March 2017 I moved the Roth IRA to Merrill. I received Form 5498 from Fidelity stating I had made a contribution. I have asked Merrill to move the contribution amount to a non-retirement account. Do I need Merrill to provide a specific form evidencing the move (they are in process of moving the amount)? Or do I need Fidelity to modify their Form 5498?
It appears I will not be charged a penalty, but would be good to hear confirmation on this.
Thank you!
