My wife left a job and got a 1099-R form with a Gross Distribution of $4081.46. The distribution code was "G" (Direct rollover and rollover contribution). They left the IRA/SEP/Simple box blank. She also received a 5498 with a rollover contribution of $4081.46. Turbotax asked me several times if the IRA/SEP/Simple box was checked. Was this a mistake on the part of the the payer and will it cause us problems when we file?
posted
April 14, 202412:23 PM
last updated
April 14, 202412:23 PM
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