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March 4, 2022
Question

Code G on 1099-R for 401k that was rolled over - How do I answer "where is your distribution from"?

  • March 4, 2022
  • 1 reply
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1099-R form (code g) - Rolled over retirement 401k from old job to a Rollover IRA. How do you answer the following question: Where is your distribution from?

 

Retirement distributions from:
  • US Government (including military)
  • New York State and City Education
  • Certain public authorities
  • NYC Variable Supplemental Funds (VSF)
  • Certain annuity funds
  • Other Pensions of New York State and Local Governments
Retirement distributions from:
  • New York State and City Education (optional retirement program)
  • IRA rolled over from a former government pension
Not eligible for exclusion for those over age 59 1/2
None of the above (select for deferred compensation 457 plans)

    1 reply

    DoninGA
    Employee
    March 4, 2022

    If none of the listed distributions apply to your 401(k) account then select None of the Above.