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Level 1
Feb 18, 2026 1:50 AM UTC
Question

wrong distribution code used on my 1099-R. 4 not 7. What to do?

Payee error o code on my 1099-R? What can I do?

2 replies

DoninGA
Level 15
Level 15
Feb 18, 2026 1:51 AM UTC

You will have to contact the payer to get a corrected Form 1099-R.

VolvoGirl
Level 15
Feb 18, 2026 1:54 AM UTC

You have to get the plan to change it.  Did you inherit it from someone?   Why do you think it should be a 7?  Only a spouse that assumes the IRA can use code7.   401K has to stay inherited with code 4,   @dmertz