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posted Jun 4, 2019 4:01:03 PM

I have a 1099-R with a distribution code G - indicating rollover. In box 2b no boxes are checked. Should the total distribution box be checked or is this not an issue?

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1 Best answer
Expert Alumni
Jun 4, 2019 4:01:04 PM

No, you should enter the Form 1099-R exactly so it appears, so you should not check box 2b.

As long as the 1099-R has distribution Code G, it is not taxable on your return.

1 Replies
Expert Alumni
Jun 4, 2019 4:01:04 PM

No, you should enter the Form 1099-R exactly so it appears, so you should not check box 2b.

As long as the 1099-R has distribution Code G, it is not taxable on your return.