How do I record a 1099-R for a revocable trust?

Forum|Forum|3 months ago
March 31, 2026
3 replies
13 views

I am preparing a trust tax return for a revocable trust. The trust received a 1099-R under the EIN of the trust. According to what I have read, a revocable trust cannot receive a 1099-R. In fact, the Pro-series software does not have that form available. How can this income be recorded?

ProSeries Professional

Best answer by sjrcpa

Dead grantors can't revoke a trust so I believe you are dealing with an irrevocable trust.

So the 1099-R gets reported as other income on the 1041.

IRonMaN

Level 15

If the trust has an EIN, are you really sure you have a revocable trust instead of an irrevocable trust?

Slava Ukraini!

Skylane

Intuit Community Champion

Have you seen the trust document?

If at first you don’t succeed…..find a workaround

Just-Lisa-Now-

Intuit Community Champion

Ive had people that keep that same Revocable Living Trust title on a trust after someone dies and they go to get an EIN, I does make it little hard to know what youre actually working with if you werent involved in the process..

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪