It's a small Roth IRA, with less than 10k. There's not much activity in the year end report. Do I even need to report it?
You only need to report contributions and withdrawals from the account. Changes in account value do not get reported on your tax return.
Thank you so much! I appreciate your time:)
Same thing just happened to me from Schwab. I was glad this answer was already in the data base! Fast to solve!