My wife and I had small identical 401(k) accounts. She passed away in 2021, and her account was a direct rollover into my account. Even though I entered all of the code information from the 1099 for this rollover transaction (G4), it appears as if TurboTax intends to treat this as taxable income. I haven't moved beyond that point yet because I'm not certain if the amount of the rollover will be deducted from the total 1099 income on my return.
