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After you file
I had a similar situation because our son died in June and his 401(k) was distributed to me and my wife equally. Therefore we have two 1099s that are in the exact same amount with the exact same withholding. One is made payable to my wife and one is made payable to me. However one of the boxes is checked 4 which is death which indicates it is not a routine distribution. Try explaining that the TurboTax or the IRS!
‎February 16, 2022
11:05 AM