Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
T
Tokio13823
March 16, 2025
Question

1099-R 1041estate tax return

  • March 16, 2025
  • 1 reply
  • 0 views

Where do I input the numbers for boxes 1, 2a, 4, 14, and 15 from the 1099-R on to the Form 1041

1 reply

PatriciaV
PatriciaV
Employee
March 18, 2025

Yes, you can enter the information from Form 1099-R in a trust return using TurboTax Business as follows:

 

Box 1/Box 2a: Go to Federal Taxes >> Income >> Other income or loss. Enter "1099-R Box 2a" as the description and the taxable amount from Box 2a. 

 

Box 4: Go to Federal Taxes >> Other >> Other Tax Withholdings. Enter the amount from Box 4.

 

Boxes 14 & 15: This is state information that should be entered on the particular state return. In most cases, there is a topic for state tax withholding.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsCookie settingsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification