I transferred money from my old 401(k) to my new 401(k). The old 401(k) must have had the wrong information in the system, since I have been a resident alien for 5 years now. Digging around, I have found that the money transferred shouldn't be taxable, but I still have to file a form 1099-R and prepare a substitute Form 4852. I have done so, but I have some additional questions:
1) Since no tax should be deducted, can I just put $0.00 under "taxable amount"?
2) What distribution code should I use? I assumed it would be type G, but I just want to confirm: In order to transfer the money from the two retirement plans, the first one sent me a check payable to my new 401(k) retirement plan. I received the check, and mailed it to my new 401(k). I never took actual custody of the funds, but I did receive a check to deposit. Would this still qualify as a direct transfer? If it's an indirect, what distribution code should I use?
3) Are there any other important boxes in form 1099-R I should pay attention to?
Thank you so much for your help in advance
