dmertz
Level 15

Retirement tax questions

You must ask the 401(k) plan to issue a corrected code 4G Form 1099-R showing that $0 was distributed to the beneficiary of a deceased participants 401(k).  They then need to issue a correct original code G Form 1099-R for this distribution to the obviously alive participant.  If they refuse, you'll need to enter a substitute code G Form 1099-R and provide explanation.

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