Closed out Trust receives a 1099R with withholdings

[lbones]

Client is the beneficiary of a Trust that was closed out in Feb of 2024.  The Trust has received a 1099R with some taxable income and federal withholdings.  My thought process is that the withholdings will flow to the beneficiary in the form of a refund for the 1041.  Is that correct? 

[George4Tacks · Accepted solution]

Yes.

https://accountants.intuit.com/community/proseries-tax-discussions/discussion/1099r-and-1041/00/2510...

[taoseno]

I have the same problem; a trust with a 1099-R with lots of fed tax withheld.

I cant find anywhere to enter the 1099-R............

Should I just do a nominee to the final return for the person who died?

Any help would be appreciated!

[sjrcpa]

Other income.

No you can't nominee to the decedent.

[taoseno]

Ouch!