Sorry when I saw 100k income, I did not deduct various expenses yet. after the expenses, it's lower.
My 2023 1099-R should show that the fund is rolled over, so it should not generate income, so enter it as received probably won't work.
Split the 1099R into two ($14000 code G and $2000 code 😎 might work. however this creates another problem, since the fund is rolled into 401k, the $2000 cause excessive contribution (and it's after tax contriubtion?) to 401k, how to handle that contribution?
is there a way to ask Fidelity to return the $2000, somehow mark it as "return of excessive" contribution?
