Yes you are correct. I had that form and it had the code G in the box. What happened was I switched jobs a while ago and I kinda forgot about my 401k. I got a letter from them saying I had 60 days to roll it over. So I filled out the forms needed and sent them to my 401k company to roll it over into an IRA through TRowe price. A few months went by and I heard nothing so I called my 401k company and they said they never received any papers and that they rolled it over into a Safe Harbor IRA for me. I dont know which type of IRA this is but I called the lady where the IRA is at now yesterday and she said that I shouldnt have had to pay any taxes on it. I dont know what else to do now since Jackson Hewitt already did my taxes. I will have to call the IRS to verify and then go back down there if that is wrong. I wish I knew more about this stuff but thank you for your help.
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