- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes! Two separate 1099-R. Sorry, limited characters when submitting my post.
One had a code G with no taxable amount listed in box 2. This was a rollover traditional IRA.
The other is a code 4 where the amounts in box 1&2 are the same. This is a distribution inherited from someone that passed away.
Not sure which option to choose under “Where did this distribution come from?” for these two 1099-R.
Thank you!
February 5, 2025
9:07 AM