JotikaT2
Employee Tax Expert

Retirement tax questions

Review the code on your 1099-R, box 7.  If the distribution is either G or H, it may be a rollover.

 

I have attached the instructions which include the distribution codes on pages 16-17.  

 

Form 1099-R instructions

 

Hopefully, this helps to clarify any confusion.  

 

If you still have questions, I recommend you call the company that issued the 1099-R to determine why they left box 2 empty.

 

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