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dbills
New Member

I am trying to enter 1099-R's into my Simple Trust in Turbo Tax Business. Cannot find it even after reading the instructions.

I cannot locate a place  in INCOME to enter my 1099-R's in Turbo Tax Business.

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I am trying to enter 1099-R's into my Simple Trust in Turbo Tax Business. Cannot find it even after reading the instructions.

Follow the steps below to enter the  amount on Form 1099-R (Box 2a) that is treated as ordinary income :

1) Click the Federal Taxes tab and then click "Income".

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms mode (upper right side of screen). 

6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

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1 Reply

I am trying to enter 1099-R's into my Simple Trust in Turbo Tax Business. Cannot find it even after reading the instructions.

Follow the steps below to enter the  amount on Form 1099-R (Box 2a) that is treated as ordinary income :

1) Click the Federal Taxes tab and then click "Income".

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms mode (upper right side of screen). 

6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

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