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Level 6
March 18, 2022
Solved

Form 1041

  • March 18, 2022
  • 2 replies
  • 12 views

Where do I input 1099-R information for form 1041 ? I searched but form 1099-R worksheet does not come up.

Thanks

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Best answer by IRonMaN

Because the 1041 itself doesn't have a line for retirement payments.

2 replies

IRonMaN
Level 15
March 18, 2022

Other income

Slava Ukraini!
ChiHoangAuthor
Level 6
March 18, 2022

How come Proseries does not set up 1099-R worksheet for input as other tax forms do ? 

IRonMaN
IRonMaNAnswer
Level 15
March 18, 2022

Because the 1041 itself doesn't have a line for retirement payments.

Slava Ukraini!
Level 3
February 27, 2024

WHERE DO I ENTER 1099 R ON FORM 1041 THERE IS NO WAY TO REPORT THE GROSS DISTRIBUTION THE TAXABLE AMOUNT AND THE  DISTRIBUTION CODE  THIS MAKES THE ESTATE TAXABLE  BUT IT IS A DEATH BENEFIT SHOULDNT THE COMPANY GIVEN THE BENEFICARIES THE 1099 R ALL CODED 4? AND NOT THE ESTATE?