Thanks for all the advice. Trying to wrap this up once and for all... when I visit the 401k web site (Fidelity), the data they show (which is NOT a 1099-R form,...

I'm in this same situation right now, but my 401k is a ROTH. I'm guessing that I won't be taxed on the return of excess because it was already taxed. TurboTax s...