Thank you @dmertz , this is very helpful.
So what I have gathered so far is 401k will send me a 1099R-code g, and a 1099R-code e (I think).
I'm also asking Roth-IRA for the return of funds too, so they'll probably send me another 1099R, unsure about the code. Do you know if 5498 for Roth-IRA will include the excess amount too or it shouldn't? I'm not allowed to contribute to Roth-IRA so my 5498 all it usually has is the rollovers.
Also, how do I make sure that both of these distributions (from 401k and Roth-IRA ) are not-taxed, given they were both sourced from 401k after-tax account?
Will turbo-tax online be able to handle these cases? or would I need to go to a CPA?
thanks again.
