Edit per dmertz reply below: A Form 1099-R that reports a distribution - only part of which was rolled over - cannot have code G in box 7 because code G means that the entire gross amount was rolled over. @frenzel
[Edited 03/08/26 | 8:53am PST]
I believe you're looking at a worksheet called "1099R Summary." Can you instead share the amounts that are showing on Lines 5a and 5b (or 4a/4b if an IRA) on Form 1040? Thank you.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
