lianas58
New Member

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!