RNTAX2025
Returning Member

Retirement tax questions

on the Fidelity website, it shows the EXCESS CONTRIBUTION amount with the Federal and State tax deductions. When I input the Gross Distribution, this would be the EXCESS CONTRIBUTION, correct? Also, for 2A on the 1099-R form, for taxable amount , what amount do I put? I need some clarity on what to put on the 1099-R form. 

 

Thank you.