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RANJC143
Level 1
March 20, 2026
New

1041 estate

Related products:ProSeries
  • March 20, 2026
  • 3 replies
  • 4 views

need form 1099R with computation to be added know idea how to get paid taxes back

3 replies

abctax55
abctax55
Level 15
March 20, 2026

And you are using PS software for the F 1041?

HumanKind... Be Both
    sjrcpa
    sjrcpa
    Level 15
    March 20, 2026

    There should be a place to enter the 1099-R in Other Income.

    The more I know the more I don’t know.
      Accountant-Man
      Accountant-Man
      Level 13
      March 21, 2026

      Other income. Money can be refunded, but not "transferred" to beneficiaries.

      FYI, just in case you have some "pre-taxed" or non-taxable aspect to the 1099R, I enter the Gross amount in Other Income and then a corresponding negative "non taxable amount" to reduce the Other Income to the Taxable Amount.

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