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Employee
May 31, 2019
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Where do I enter my 1099-R on my 1041 estate trust return?

  • May 31, 2019
  • 4 replies
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I am filing an irrevocable trust for my deceased mother using 1041.  She has an annuity earning some income last year so she received a 1099r.  I would like to know how to enter the 1099r information on the 1041 form because I don't know where on the estate turbo tax software. Please help.

Best answer by Anonymous_
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4 replies

Employee
May 31, 2019
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Employee
May 31, 2019
This method doesn't update line 3 (annuities) on form 8960 for tax calculations purposes .. we need a proper 1099 R entry routine  for turbotax estate/trust 1041
Employee
May 31, 2019
No text available
Employee
May 31, 2019
@SuperUser - That didn't work for me per your screenshot;  I had to enter $1 for Box 1, then I could see an amount in Form 1041 line 25e.  Note:  I created a new, empty 1099INT for this purpose, which is what I assumed you intended.

Or... I could piggyback my withholding onto an existing 1099INT (which is real) and specify a withholding amount where its currently $0.  Is this what you intended?  This seems dodgy, at best (is that even legal?).

I also have a real 1099DIV I could piggyback the withholding onto, again seems dodgy.

Many thanks for your help!
Employee
May 31, 2019
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Employee
May 31, 2019
Much better!  I was able to see my entry on line 25e/1041 without adding a dummy 1099INT nor modifying any of the fields of my actual 1099's.

Note for other readers: you may have actual 1099DIV or 1099INT which shows up under the "Int-Div Wks" label.  Ignore those for this tip and just use Part 1 of the "Interest and Dividend Income Worksheet"

BTW, the screenshots are worth > 1000 words!  I tried to attach one myself, but I guess regular users aren't permitted to attach things.  Too bad you cannot see the attachments on an iPhone nor iPad.  Works great on Safari (but you must be signed-in to this site in order to see the screen shots, which can be very confusing if you're just lurking).
Employee
August 18, 2021

I have a 1099R for an NUA distribution of a 401K.  Box 1 includes the total of all the stock (NUA), and the Cash  non NUA part of the distribution (mutual funds cashed out).  Box 2a includes only the Cash amount, box 6 includes only the NUA (stock) amount.

From reading these answers, I assume I only have to input the amount in box 2a and do not even need to report box 6.  So the only data I enter is box 2a . Is this correct?  It just does not feel correct to not report box 6.

Thank You.