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1099r Distribution Code G4?

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    #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?
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    #2
    Originally posted by zeros View Post
    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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      #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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