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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?
April 11, 2023
9:32 AM