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New Member
posted May 31, 2019 11:06:36 PM

My 1099r has code 4g in box 7 and it should only be a g I have tried getting a corrected one with no luck it will not affect my taxes can I file it with a g in box ?

0 7 9039
1 Best answer
Level 15
May 31, 2019 11:06:41 PM

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.

7 Replies
New Member
May 31, 2019 11:06:37 PM

Code 4 is for a death and code G is a direct rollover....was this due to a death?

New Member
May 31, 2019 11:06:39 PM

Not a death I just rolled over my personal 401 from  former employers to an ira

Level 15
May 31, 2019 11:06:41 PM

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.

New Member
May 31, 2019 11:06:43 PM

Yes, I would file that with code "G."   

Returning Member
Feb 1, 2020 9:03:55 AM

I only 1099R

Level 15
Feb 1, 2020 9:05:17 AM


@trust201 wrote:

I only 1099R


To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Returning Member
Feb 1, 2020 9:08:50 AM

yes