
Anonymous
Not applicable
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Maybe I'm missing something, but how does the IRS correlate that this loss-adjusted amount distributed to me of $570 is related to the excess $600 contributed, as the 1099-R doesn't indicate the original $600 amount anywhere? Is this related to indicating the negative $30 as "Other Income" which Fidelity suggested (which I admittedly still don't understand how to enter this in TurboTax)?
‎February 4, 2023
8:36 PM