Deborah72
Level 2

Client received 1099R code G, with taxable amount same as distribution. Do I request corrected 1099 before tax return can be complete?

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Just-Lisa-Now-
Level 15
Level 15

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?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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