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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.
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June 3, 2019
10:19 AM
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After you file
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.
June 3, 2019
10:19 AM