I wanted to rollover just the funds I contributed, but I'm assuming the funds I contributed and the funds the employer contributed but took back from not being vested were rolled over also. I was given a 1099-R for each. The one with no money has $0.00 in box 1, an amount in box 5 and distribution code 1B in box 7. The other 1099-R for the same employer has funds listed in box 1 and 5 and has a distribution code of GB in box 7.
I didn't try to rollover the funds from the employer contributions, but the financial company was the same with both employers so I'm assuming they tried to rollover the funds I had plus the funds the employer contributed but took back because of not being vested.
I was a PA resident the entire time. In addition to these two 1099-R forms I have another 1099-R from rolling funds from a different employer into my current 401k. So I have:
1.) 1099-R with all pre-tax funds
2.) 1099-R with only Roth contributions
3.) 1099-R with $0.00 gross distribution with employee contributions not vested.
