dmertz
Level 15

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?