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Where/How can I enter SSA-1099 and 1099-R on an Estate filing in Turbo Tax business?

I don't see any capability to enter these forms in Turbo Tax Business which I was told was required for an Estate filing.  That seems weird because every estate filing will likely have these forms for social security, pension or similar income.  I also read on this forum that unless SSA-1099 is filed exactly like the paper copy your E filing will be bounced back by the IRS for the inconsistency.   Both of my forms also include withholding amounts.

 

How is a filing accomplished without these forms in Turbo Tax Business?

 

 

 

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1 Reply
JamesG1
Expert Alumni

Where/How can I enter SSA-1099 and 1099-R on an Estate filing in Turbo Tax business?

I would have expected the Social Security to be filed on the final tax return of the deceased.

 

The 1099-R income can be entered here in TurboTax Business.

  • Click Federal Taxes.
  • Click Income.
  • Click Start/Update to the right of Other income or loss.
  • At the screen Does this estate have other income?, click Yes.
  • Enter the taxable amount from box 2a of the 1099-R.

See this TurboTax help.

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