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Level 1
June 3, 2019
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Already filed my tax refund but I received a 1099-R form which Distribution code G. Do I need to amend my tax to apply this? Only Gross amount and letter G is on form.

  • June 3, 2019
  • 1 reply
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No, the code G means the amount was rolled over, tax free, so does not have to be reported.  Just save the form for your records. 

1 reply

Answer
June 3, 2019

No, the code G means the amount was rolled over, tax free, so does not have to be reported.  Just save the form for your records.