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lmpascarella
Level 1
July 3, 2020
Question

I am working on a 1041 and have a couple 1099-R's. I can find where to enter 1099-R data. Please share were.

  • July 3, 2020
  • 2 replies
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2 replies

TAXOH
TAXOH
Level 10
July 3, 2020

Line 8 other income.  The actual 1099R does not get entered.

    Accountant-Man
    Accountant-Man
    Level 13
    July 3, 2020

    FYI, what I do in this case when the taxable amount is less than the gross amount, I enter two line on other income- gross amount, then negative basis or capital contributed. This nets to box 2 taxable distribution. So the IRS sees the whole amount entered. 

    When there is FIT withheld, I also attach the 1099R as a pdf, although I don't believe they see it anyway.

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