If you had a loss on the return of excess contribution then box 2a should be $0 and you should have $5,914 on line 4a and $0 on line 4b on Form 1040 (assuming you didn't have any other Form 1099-R).
To preview Form 1040:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
Yes, it might be best to contact Fidelity to correct Form 1099-R if necessary.
@cole21771
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
