The TDA amounts are perfectly proper, and have been that way for years.. box 1a is everything, box 1b can be equal to 1a, but can also be lower than 1a.....but never greater than 1a. Yes the way the IRS wants those numbers displayed is confusing.
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Your issue now is apparently your Fidelity 1099-DIV form. Get your paper copy printed out form your Fidelity account and look at it again....vs. exactly what is in the software form. IF you imported it form your Fidelity account, EDIT that -DIV form to see what it really included for boxes 1a and 1b... (an import will show as coming from National Financial Services LLC ). Only the amounts in boxes 1a and 1b should be added to lines 3a and 3b of the form 1040.
IF there are amounts in the Fidelity 1a and 1b that do not add into lines 23a and 3b of the 1040.....then delete that 1099-DIV and re-enter all it's data manually (any boxes with 0.00 in them on the paper -DIV form should be left blank in the software form)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
