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laval650
Level 4
June 28, 2026
Question

Is gross income from annuities (Box 1) included on Sch B line 8 Form 1041?

  • June 28, 2026
  • 11 replies
  • 81 views

I am working on my first 1041 Form.  It looks like the software includes gross income from annuities (Box 1 of 1099R) on Sch B, line 8.  It is a complex trust. What exactly included on line 8?  

 

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    sjrcpa
    sjrcpa
    Level 15
    June 30, 2026

    Does it matter, since everything is passed out on the K-1s on a final return? The K-1s will not show anything larger than the taxable income.

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