Skip to main content
Level 2
August 20, 2023
Question

On a form 1041 for a Grantor Trust, where do you show that the tax withheld on form 1099-R passes through to the Trustee?

  • August 20, 2023
  • 3 replies
  • 9 views

My client has a grantor trust and received 1099-Rs that show that federal tax was withheld.  Where do I show that the tax was passed through to the trustee to show on her 1040?  

This topic has been closed for replies.

3 replies

Intuit Community Champion
August 21, 2023

Is it revokable or irrevocable, or intentionally defected irrevocable ?  

sjrcpa
Level 15
August 21, 2023

@Terry53029 Does it matter?

I would attach the 1099-R to the grantor letter.

The more I know the more I don’t know.
BobKamman
Level 15
August 21, 2023

Does the 1099 have her SSN or (probably not necessary) a trust EIN ?

Accountant-Man
Level 13
August 22, 2023

You are going to have a lot of trouble with it. Most Grantor Trusts do NOT report any income on the trust itself, and withholdings cannot be passed through to beneficiaries(like the Grantor).

I'm still fighting over a 2016 trust and withholdings from the 1099-R.

Best of luck.

** I'm still a champion... of the world! Even without The Lounge.