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Deductions & credits
Trying to figure this out as the 1099-R I received from my Financial firm has a G in box 7 but my turbotax summary is showing it as income. I performed an IRA 401k Rollover from Firm A to an IRA Rollover account(new account) at Firm B.
I did not receive any funds at any time during the transaction. Do I need to do a Form 4852 and if so do I delete the 1099-R that is causing this anomaly? Thanks
‎February 20, 2024
11:42 AM