So in 2023, had an old 401K account from my job that I believe was transferred to another company. I received 2 1099-R’s both with different amounts. Ones 3300 the other is 3250. It has codes H and G, other than that and box 11 having a year of 01/01/2021, everything else is blank and box 2b is checked at Total Distribution on both.
I entered all of the information online but when I go to complete the rest of my taxes, it auto adds a Roth IRA, Retirement account addition that I need to review. When I click on it it says I need to fill out Form 5329.
I'm confused by it as I didn’t withdrawal anything last year, in 2023 I did due to financial hardship and that was all I had to save myself which was fine on last years return, but in 2024, I left it alone all year. I tried to delete it but it keeps coming back and even on my state files, it has the box marked that I contributed to a IRA/Roth and wasn’t me to fill that out too.
any help would be great, I’ve never done this myself before and I tried to reach out to the IRA company the rollover/distribution went to but it says none of my info matches and I have to wait till tomorrow to call and see if I had any penalties maybe I missed bc all I got from the new company is a general statement about my account with them.
