Skip to main content
Level 1
April 11, 2026
Question

1099-R for 1041

  • April 11, 2026
  • 1 reply
  • 177 views

I received one 1099-R for an estate for which I am the executor. I purchased the TurboTax for Business to file for the estate, but none of the questions are asking for the information from the 1099-R. Any advice?

1 reply

M-MTax
Level 15
April 11, 2026

There's no template in TurboTax Business for a 1099-R. You need to enter it manually and one line at a time.

 

The amount in Box 2a generally is reported as "Other income".