PB51
Returning Member

Retirement tax questions

In sharing your experience, you have succinctly and exactly described my situation as well.  I have talked with my plan administrator 4 times, and he said everything in the 1099-R that they sent out is correct.  The G in box 7 was used because the plan did a trustee-to-trustee rollover.  The distribution did come to or through me.  I don't know how to contact TT in order to have them look at their program.  So glad that you shared your experience.