JulieS
Expert Alumni

Get your taxes done using TurboTax

Yes, when you have a code G in box 7 of Form 1099-R, that indicates that it is a non-taxable transfer from one qualified plan to another. 

 

You need to contact the plan administrator because either they didn't do the transfer the way you understand it, or they didn't complete the 1099-R correctly. 

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