His aunt died in late 2023. By the time we completed all paperwork the transfer was completed and his account set up in early 2024. We did not get any forms for 2023. This is the first and only one received so far for this account. The 2024 1099-R does not have the IRA/SEP/SIMPLE box checked.
I was unsure of what the code should be, but it did not seem right to me. Sounds like it IS wrong, and I need to go back to the investment company to get correction.
