Deborah72
Level 2
03-04-2020
11:41 AM
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Client received 1099R code G, with taxable amount same as distribution. Do I request corrected 1099 before tax return can be complete?
Level 15
03-04-2020
12:24 PM
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So was it actually a rollover and Box 2b is wrong?
Or was it actually a distribution and the Code G is wrong?
Did the client bring in the paperwork showing the transaction?
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