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J
joanntaxlady
Level 1
May 28, 2025
Question

1041

  • May 28, 2025
  • 1 reply
  • 5 views

How do I put a 1099-r on a 1041 with tax withheld to put go to estate?

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1 reply

M
Michael11_2
Level 3
May 28, 2025

I would enter the taxable portion of the 1099-R on page 1 of the 1041, Line 8. Enter the tax withheld and check the box on page 3, Schedule G, Line 14. 

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