When my husband passed in 2023, his IRA was $10k and a RMD happened for $4k. Then my IRA was established and his $6k account balance was rolled into my new account. I received a 1099-R in my name and SS# for $10k in both Box 1 and Box 2. Box 7 is marked with a 4.
Currently on the Form 1040, there is $10k in 4a and $0 in 4b. I will try changing TT 1099-R Box 2 to $4k.
@MarilynG1
