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Question

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)

Forum|Forum|1 year ago
February 4, 2025
1 reply
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Are you saying that you have two 1099-Rs, one with code G and one with code 4?

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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!

@lianas58 Can you clarify your state residency? Thanks!