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Retirement tax questions
Code G means that the distribution was a direct rollover from a qualified plan to another qualified plan or IRA. This implies the 1099-R is not from an IRA, but may be rolled over to an IRA.
Leave code G in box 7, but uncheck the IRA box. This will take care of your error message and because this is not a taxable distribution it will not change your tax return.
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‎February 25, 2022
9:08 AM