I used to work for Harris Corp. with used Fidelity Investments to manage their 401(k) accounts. Harris then sold us to Veritas, and we became known as Peraton, Inc. Harris then terminated all of its Peraton employees. Since I was not longer working for Harris, I had my Fidelity 401(k) closed out and a check was sent to Ameriprise Financial to roll the money over to a traditional IRA. However, your Turbo Tax S/W is screwing all of this up and including this 401(k) as taxable income and Turbo Tax says that I now owe more IRS taxes. The form that Fidelity sent me was not a full-blown 1099R, but the note contained information that I could make a 1099R from what they sent. I used Turbo Tax to create this makeshift 1099R and I entered the "G" code on this form, which states that the money is a roll over and should be pre-tax until I start taking it out. What's wrong?
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