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Betsy1
Level 1
March 20, 2024
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How to report Form 1099-R on Form 1041?

  • March 20, 2024
  • 1 reply
  • 10 views

I am preparing an Estate (Form 1041) return with comes with Form 1099-B with only Box 1D completed which does not provide adequate information to report on Schedule D.  Also, Form 1099-R does not even show up as a possible form to report on a 1041.  Anyone else have a similar challenge?

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Best answer by BobKamman

It's not a challenge, it's simple.  Enter the annuity on Line 8 as other income.  For 1099-B:  The broker hasn't been given enough information to determine stepped-up basis, so only proceeds are reported.  Ask your client for the date-of-death value.  

1 reply

BobKamman
BobKammanAnswer
Level 15
March 20, 2024

It's not a challenge, it's simple.  Enter the annuity on Line 8 as other income.  For 1099-B:  The broker hasn't been given enough information to determine stepped-up basis, so only proceeds are reported.  Ask your client for the date-of-death value.  

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