@macuser_22 What information should I request from the broker? It sounds like Contribution taken out, the earnings, plus knowing if taxes were withheld (as mentioned in the original question they should not have been).
Once I have the information it sounds like I should force a 1099R in the filing of 2018 taxes (not yet submitted and before the deadline), correct?
How do negative earnings get entered into TurboTax?
If I choose to wait until next year does that mean I have to amend my 2018 taxes once the form arrives or will everything be done in the 2019 tax filing (1099R would then be entered into TurboTax 2019)?
