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MGC94
MGC94
Level 7
April 9, 2024
Question

1041 Trust 1099-R

  • April 9, 2024
  • 1 reply
  • 11 views

Where do you enter a 1099-R total distribution for a 1041 trust? 

Thank you

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1 reply

IRonMaN
IRonMaN
Level 15
April 9, 2024

Other income

Slava Ukraini!
    MGC94
    MGC94Author
    Level 7
    April 9, 2024

    @IRonMaN If I put it on line 8 other income it makes the trust owe $8,979.

    1099-R

    It is for gross $27,990.99

    taxable $27,990.99

    Total distribution

    code 4

    IRA/ SEP/ SIMPLE 

    IRonMaN
    IRonMaN
    Level 15
    April 9, 2024

    the trust would owe it unless it was distributed to a beneficiary 

    Slava Ukraini!
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