G - I didn't lock the engine into forward. I have been using it as a test engine for track I've laid. I think it locked itself in forward, when it hit a switch that hadn't been wired and there were some quick on off power losses as it went through the switch. It was going very slow at the time.
I had tried both high and low throttle settings. The only mention in the literature was that the engine should be just above a stall for locking in a direction. There was no mention about throttle setting when unlocking the engine from forward.
Because I didn't lock the engine in forward, I wasn't familiar how it happened. I read MTH literature but it didn't do a good job of explaining the rhythm of pressing the sequence to unlock the engine. You have to successfully use the b/w sequence once in order to know what is expected.
My other problem was that I didn't have enough track laid (about 6 or 7 feet) to run the engine long enough to experiment with using the whistle/bell sequence. Luckily, I was able to put the engine upside down in a cradle and leave the tender on the track for electrical pickup. I also put a lighted passenger car on the track. Eventually it all worked. After unlocking the engine from forward, I put the engine in neutral and was quickly able to reset the engine the first time I tried.
If you have successfully used the whistle/bell sequence once, it is easy to do it again. The problem is that the timing of pressing the buttons wasn't very well explained in the MTH literature. The only mention of timing was to hold the bell button about half second each time.
I think that my problem was not pressing the bell button quickly enough after pressing the whistle button.
BTW with all the experience I have, having to ask this question was embarrassing.