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Joe71
Level 2
March 23, 2023
Question

Have a 1099R made out to a special needs trust and want to know where it goes. Cannot find a line to put it on the K1.

  • March 23, 2023
  • 2 replies
  • 14 views
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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 23, 2023

When I have 1099Rs on a 1041, I just list the taxable amount under Other Income on the front of the 1041.  I 'think' that funnels it to the Other Portfolio Income line of the K-1 (I dont have one in front of me right now)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    J
    Joe71Author
    Level 2
    March 25, 2023

    Same 1099-R with 10% taxes withheld, "taxable" amount and taxes should stay in trust and not paid out to beneficiary. Where are these amounts entered to require that trust pays the tax?

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