If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

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I am not sure what your'e referring to by saying they aren't in balance. Call up Fidelity and ask them what they mean.

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If you mean TurboTax is saying the earnings and basis aren't adding up to the distribution amount; it's a rounding error. At the 1099-Q screen change the basis so that it balances on rounding. The basis is not used in any calculations.

Traditional IRA with basis … Need help with prior years’ excess contributions where a larger normal IRA distribution was received, followed two years later by corrective distributions, all after the extended filing due dates of the contribution years

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If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

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If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

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If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

If my 529 distributions, earnings, and basis are correct but Fidelity says they aren't in balance what should I do?

Unlock tailored help options in your account.

Get more help

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