fondren4
New Member

Can you have a 1099R with code G and box IRA/SEP/ checked? (It was a direct rollover to a qualified plan.) Getting a notice from TT that these are conflicting codes.

I have contacted the financial company and they insist 1099R is correct.  TT says with IRA/SEP/ box marked, the code should be 1, 2 or 7...not G.  It was not a distribution as the numbers indicate.