SeA3106
Level 2
10-20-2022
03:29 PM
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She received one 1099R with one distribution code of 'G'.
The diagnostic from the Lacerte software says that 'The program assumes that pensions distributions entered with distribution code "G" and a taxable amount entered in box 2a, are rollovers from qualified retirement plans to a Roth IRA.' This is the exact situation for this client.