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Retirement tax questions
Hi @DanaB27
Thanks for your reply. I have a follow up question based on the Distribution Statement I just received from Fidelity.
Requested amount $3730.xx
Distr. amount (from Fidelity) $3715.xx
- Per Fidelity- Since the investment lost value, they returned a smaller amount than I requested. (I understand this part)
- Does this mean I still have an excess in my 2022 Contribution?? They said they did this as per IRS rules.
- So the main question I have now- What should I enter for the "Misc. Income" section in TurboTax?
- The original amount I requested ($3730.xx) OR
- The actual amount distributed ($3715.xx) (Does this imply I still have an excess for 2022??)
Kindly advise. Thank you.
‎April 7, 2023
1:37 PM