Thank you for providing that information but I do want to make sure I have this right so after I left that company they changed who handles their 401K and the new company information that I got the distribution from is below and next to the Distribution Code 1 on my 1099-R form is IRA/SEP/Simple is checked so was it still a 401K or had it changed into an IRA? Then how do I complete my taxes to make sure I do get the most back I can? I don't want to complete them incorrectly and then have more headaches later on and my extension request has been approved.
TIN: 75-3182674
MATRIX TRUST COMPANY
ONEAMERICA
P.O. BOX 52129
PHOENIX, AZ [removed]
Thank you for helping me with this.
