topic 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) in Retirement tax questions

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)

lianas58 — Tue, 03 Feb 2026 13:16:22 GMT

Re: How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditiona...

BillM223 — Wed, 05 Feb 2025 16:58:12 GMT

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

Re: How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditiona...

lianas58 — Wed, 05 Feb 2025 17:07:34 GMT

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!

Re: How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditiona...

MaryK4 — Wed, 05 Feb 2025 17:29:01 GMT

@lianas58 Can you clarify your state residency? Thanks!

Re: How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditiona...

lianas58 — Wed, 05 Feb 2025 17:57:01 GMT

Residency for both is NYC. Thanks!

Re: How do I answer "Where is your distribution from"? 1. 1099-R/Box 7=G/Box 2a=blank (traditiona...

MaryK4 — Wed, 05 Feb 2025 18:13:05 GMT

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