Thank you dmertz 15 for your response. What is making this more difficult is that 2 tax advisors from a large tax prep outfit and the 401k administer indicate BG should be used and not H. The reason they give is that the original 401K had 2 components (A Roth 401K portion and a before tax portion for matching and employee retention). If there was only a Roth portion to this 401K, then H would be used. What is interesting is that when I type BG into the Turbo software....the 1040 shows a rollover with no exceptions after the review and $0 taxes owed. The software accepts it as a rollover. I'm still with you on H... which is why I posted the question. This non-accountant is very confused and not sure what direction to take.
