Question

1099-R 1041estate tax return

Forum|Forum|1 year ago
March 16, 2025
1 reply
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Where do I input the numbers for boxes 1, 2a, 4, 14, and 15 from the 1099-R on to the Form 1041

TurboTax Business Windows

Yes, you can enter the information from Form 1099-R in a trust return using TurboTax Business as follows:

Box 1/Box 2a: Go to Federal Taxes >> Income >> Other income or loss. Enter "1099-R Box 2a" as the description and the taxable amount from Box 2a.

Box 4: Go to Federal Taxes >> Other >> Other Tax Withholdings. Enter the amount from Box 4.

Boxes 14 & 15: This is state information that should be entered on the particular state return. In most cases, there is a topic for state tax withholding.

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