1099r Distribution Code G4?

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  • zeros
    Senior Member
    • Dec 2006
    • 921
    #1

    1099r Distribution Code G4?

    Client'swife passed away during the year and client rolled over an amount from her IRA. Distribution code G is for a rollover but what is a G4?
    Tags: None
    • BP.
      Senior Member
      • Oct 2005
      • 1750
      #2
      Originally posted by zeros
      Client'swife passed away during the year and client rolled over an amount from her IRA. Distribution code G is for a rollover but what is a G4?
      From 1099-R instructions:
      "For a direct rollover to an IRA or a qualified plan for the surviving spouse of a deceased participant, or on behalf of a nonspouse designated beneficiary, enter Codes 4 and G."

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        • taxmandan
          Senior Member
          • Oct 2005
          • 1037
          #3
          Had the same last week and my software doesn't allow two codes in the box. Went with the G since it was a rollover.
          "A man that holds a cat by the tail learns something he can learn no other way." - Mark Twain

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