qbteachmt
Level 15
04-22-2021
11:55 AM
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You describe Two Transfers. Who issued the 1099-R? Is that the first or the second transfer?
I googled "4G" for you.
"A spousal beneficiary would only receive code 4G if they directly rolled assets over from a qualified employer plan to a traditional IRA. If the spousal beneficiary rolled the assets from an IRA to their own IRA, they would receive code 4 on their Form 1099-R."
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