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

 

  1. Per Fidelity- Since the investment lost value, they returned a smaller amount than I requested. (I understand this part)
  2. Does this mean I still have an excess in my 2022 Contribution?? They said they did this as per IRS rules.
  3.  So the main question I have now- What should I enter for the "Misc. Income" section in TurboTax?
    1. The original amount I requested ($3730.xx)  OR
    2. The actual amount distributed ($3715.xx) (Does this imply I still have an excess for 2022??)

Kindly advise. Thank you.