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1041 estate

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1041 estate

RANJC143

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

Status: New
0 Votes
Vote now if this is a good idea
3 Comments
abctax55
Level 15

And you are using PS software for the F 1041?

sjrcpa
Level 15

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

Accountant-Man
Level 13

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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