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March 19, 2023
Solved

When adding 1099-R form as other income for a trust, do I use the box 1 number or the box 2a number?

  • March 19, 2023
  • 1 reply
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Best answer by Anonymous_

The Box 2a figure should be entered as Other income in the program and will wind up on Line 8 of your 1041.

 

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1 reply

Employee
March 19, 2023

The Box 2a figure should be entered as Other income in the program and will wind up on Line 8 of your 1041.

 

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