dmertz
Level 15

Retirement tax questions

@ThomasM125 , code G is never used for a rollover of one IRA to another.  Code G is only used for a rollover to or from an employer plan like a 401(k).

 

@julielpena , what is the code in box 7 of the Form 1099-R?  Is the IRA/SEP/SIMPLE box marked?