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Spousal IRA rollover entry
I have an issue with a 1099-R from Merrill Lynch. The taxpayer passed and Merrill Lynch rolled his traditional IRA into his wife's traditional IRA, spousal IRA rollover. The issue is the 1099-R issued has the full amount of the rollover in box 1 and box 2a with a distribution code 4. How do I enter the 1099-R so that the rollover amount is not taxed. Merrill Lynch states the 1099-R is issued correctly and spousal rollovers do not have a code G in box 7, but the Lacerte program fully taxes the amount in box 1 with only a code 4. Thank you
