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Does anyone know of any software that handles 1099-R forms for an estate? This TurboTax Business is incredibly inept.

I need software that lets me handle a 1099-R made out to the estate of a decedent.

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Does anyone know of any software that handles 1099-R forms for an estate? This TurboTax Business is incredibly inept.

I understand that TurboTax forces you to read the 1041 instructions to determine how to enter a 1099-R or other such class of income as an other income title 1099-R Box 2a. Here's the problem I have with that piece of trivia. It's obviously not important enough to TurboTax to take 30 minutes of developer time to have an entry panel for someone doing a decedent estate so that the user can enter all of the relevant information needed by the SOFTWARE to handle the Other income entry for the user. TurboTax would rather have the user learn the tax code and TT Business and 1041 vagaries than make it easy for a user dealing with the loss of a love one to take the info, interpret the 1099-R entry panel as the cue to make an automatic entry in the Other Income line as "1099_R Box 2a," and make the automatic entry for the amount filed of other income as the value that the user entered when filling out the entry field for Box 2a when TT is collecting the 1099-R info.

 

You seer, that is what software is supposed to do. Make things easy for the user I don't want to be an expert about form 1041. I want to spend $200 for TT Office and let it be the expert. Why do I buy the software if I have to read the 1041 instructions and make a manual entry on the 1041 form. That just irritates me. I think the software developers of TT Business are lazy. I think TurbboTax is not responsive to a significant population of its users who need to handle an intestate estate of a late loved relative.

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3 Replies
M-MTax
Level 15

Does anyone know of any software that handles 1099-R forms for an estate? This TurboTax Business is incredibly inept.

You have to enter it piecemeal. There is no 1099-R form in TurboTax Business.

Does anyone know of any software that handles 1099-R forms for an estate? This TurboTax Business is incredibly inept.

I understand that TurboTax forces you to read the 1041 instructions to determine how to enter a 1099-R or other such class of income as an other income title 1099-R Box 2a. Here's the problem I have with that piece of trivia. It's obviously not important enough to TurboTax to take 30 minutes of developer time to have an entry panel for someone doing a decedent estate so that the user can enter all of the relevant information needed by the SOFTWARE to handle the Other income entry for the user. TurboTax would rather have the user learn the tax code and TT Business and 1041 vagaries than make it easy for a user dealing with the loss of a love one to take the info, interpret the 1099-R entry panel as the cue to make an automatic entry in the Other Income line as "1099_R Box 2a," and make the automatic entry for the amount filed of other income as the value that the user entered when filling out the entry field for Box 2a when TT is collecting the 1099-R info.

 

You seer, that is what software is supposed to do. Make things easy for the user I don't want to be an expert about form 1041. I want to spend $200 for TT Office and let it be the expert. Why do I buy the software if I have to read the 1041 instructions and make a manual entry on the 1041 form. That just irritates me. I think the software developers of TT Business are lazy. I think TurbboTax is not responsive to a significant population of its users who need to handle an intestate estate of a late loved relative.

M-MTax
Level 15

Does anyone know of any software that handles 1099-R forms for an estate? This TurboTax Business is incredibly inept.


@lallen27511 wrote:

It's obviously not important enough to TurboTax to take 30 minutes of developer time to have an entry panel....


Agreed......100%.

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