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April 11, 2024
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1099-R mailed 4/1/2024 with Dist Code G

  • April 11, 2024
  • 1 reply
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I filed my taxes in February and today received 1099-R but two months after my taxes already filed. Box 2a shows $0 taxable and Box #7 Distribution Code G. Frustrating they mailed this so late. Do I need to file amended taxes?

Best answer by VolvoGirl

No.  Code G is a direct transfer and not taxable.  Be sure to keep the 1099R with your tax return if the IRS ever asks about it.  

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
April 11, 2024

No.  Code G is a direct transfer and not taxable.  Be sure to keep the 1099R with your tax return if the IRS ever asks about it.