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Retirement tax questions
If the Form 1099-R does not have the IRA/SEP/SIMPLE box marked, the Form 1099-R is reporting a rollover from a traditional account in a qualified retirement plan like a 401(k), not a rollover or conversion from a traditional IRA. Code G is used to report any rollover from a traditional account in a qualified retirement plan, no matter if the rollover is to a traditional account or a Roth account.
To repeat VolvoGirl's question, in what way do you think that this the Form 1099-R is indicating a rollover to a traditional IRA? Is the amount in box 2a nonzero? Does the sum of the box 2a and box 5 amounts equal the amount that is in box 1?
To repeat VolvoGirl's question, in what way do you think that this the Form 1099-R is indicating a rollover to a traditional IRA? Is the amount in box 2a nonzero? Does the sum of the box 2a and box 5 amounts equal the amount that is in box 1?
‎June 6, 2019
8:33 AM