Retirement tax questions

Hi DanaB27 and Community!

 

Yesterday we got the return of excess contribution from Fidelity. I was expecting the $2131.65, however it was $2076.59.

 

One plus is that we are not gonna have to report earnings in 2023, but the downside is that this has got me confused if we report the $2076.59 or $2131.65 on 1h of Form 1040. I have a feeling it’s the latter because that is what we put into the account, I just wanted to verify this. Will you let me know Dana, or other community members?