How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditional IRA rollover) 2. 1099-R/Box 7=4/Box 1&2a=same amount (deceased distrib)

[BillM223]

Are you saying that you have two 1099-Rs, one with code G and one with code 4?

[lianas58]

Yes! Two separate 1099-R. Sorry, limited characters when submitting my post.

One had a code G with no taxable amount listed in box 2. This was a rollover traditional IRA. 

The other is a code 4 where the amounts in box 1&2 are the same. This is a distribution inherited from someone that passed away.

Not sure which option to choose under “Where did this distribution come from?” for these two 1099-R.

Thank you! 

[MaryK4]

@lianas58 Can you clarify your state residency?  Thanks!

[lianas58]

Residency for both is NYC. Thanks!

[MaryK4]

You will want to select: Not eligible for exclusion for those over age 59 1/2 for the 1099-R with Code G and the 1099-R with Code 4 UNLESS the inherited account was a government retirement.  New York allows an income exclusion for pensions from government plans if the are over 59 1/2.  @liana-muskin