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Retirement tax questions
@dmertz Thank you. I have long ago learned that one mustn't ignore codes until there is a clear understanding of the codes and the reasoning for them. I have reviewed the timing of the earlier 1099-Rs with the differing codes for the same transaction. The oldest problematic 1099R is now 7 years past and there is correspondence with Kansas City on this which points to a taxable event with a G code despite the record keeper/custodian marking it 7G. The other one is 6 years past (BG). All the modern ones with the new record keeper at least 3 years back are correct based on this discussion. I also do not file electrically. There are other reasons why I cannot, as well as these. Other than the deforestation and postage weight, makes no difference to me how I file as long as I do it right.cheers and thanks for the very helpful input.