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jdyjnsn
February 24, 2025
Question

1099-R for Estate

  • February 24, 2025
  • 1 reply
  • 0 views

I was told by Turbo Tax to use Turbo Tax Business to file 1099-R  for my daughter's estate. I can't find where to enter a 1099-R. I put under "other"  I can't find where to put the taxes that were deducted either. I added her daughters as beneficiaries 

1 reply

R
RobertB4444
February 25, 2025

A 1099-R is a distribution from a retirement account.  In the wages and income section of TurboTax scroll down to 'Retirement plans and social security'.  Click start next to the first option '1099-R' and enter the information from your form there.

 

@jdyjnsn 

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J
jdyjnsnAuthor
February 26, 2025

Thank you, but I have Turbo Tax for Business which is the one I was told by Turbo Tax to get. I don't find a section labeled Wages and Income. Just Investment Income, Rentals, Business Investment and Other and none of those list a 1099-R. I hope I can use this one as it was expensive.

T
ThomasM125
February 26, 2025

You enter the income under Other Income or Loss, and then Other Income or Loss on the Your Income screen:

 

You enter the taxes withheld in the Other section and then on the screen that says Tax Payments, choose 2024 estimated tax payments:

 

 

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