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- Have a 1099R made out to a special needs trust and want to know where it goes. Cannot find a line to put it on the K1.
Have a 1099R made out to a special needs trust and want to know where it goes. Cannot find a line to put it on the K1.
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Joe71
Level 1
03-23-2023
03:36 PM
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2 Comments 2
Just-Lisa-Now-
Level 15
03-23-2023
04:21 PM
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When I have 1099Rs on a 1041, I just list the taxable amount under Other Income on the front of the 1041. I 'think' that funnels it to the Other Portfolio Income line of the K-1 (I dont have one in front of me right now)
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Joe71
Level 1
03-25-2023
03:38 PM
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Same 1099-R with 10% taxes withheld, "taxable" amount and taxes should stay in trust and not paid out to beneficiary. Where are these amounts entered to require that trust pays the tax?
