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