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March 3, 2025
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1099-R from Transfer of funds from Trust annuity to Trust Bank account

  • March 3, 2025
  • 1 reply
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Where do I enter 1099-R information in TurboTax Business due to Transfer of funds from Trust annuity to Trust Bank account?

    Best answer by RobertB4444

    In the income section there is a section marked "Other Income".  Click on start next to "All Other Income" in that section and you will be able to enter the income from the 1099-R with a description there.  Only enter the taxable portion.

     

    @MI51 

    1 reply

    March 6, 2025

    In the income section there is a section marked "Other Income".  Click on start next to "All Other Income" in that section and you will be able to enter the income from the 1099-R with a description there.  Only enter the taxable portion.

     

    @MI51 

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