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The Forms 1099R that you have listed show no traditional IRA distribution. A Form 1099-R for a distribution from a traditional IRA will have the IRA/SEP/SIMPLE box marked and for a Roth conversion from a traditional IRA cannot have code G. Both Forms 1099-R appear to describe rollovers from a 401(k) to a traditional IRA. Also, tax withholding is not permitted to be reported on a code-G Form 1099-R because withholding is money that is not being directly rolled over, so it seems that the second of the Forms 1099-R that you listed has been messed up by the payer and will need to be corrected.
‎February 10, 2024
3:36 PM