I have a similar problem, but half of the amount reported on 1099-R was received by my father prior to his death, so half is taxable to his Estate. I've prepared a 1099 from him to the Estate for the half that was paid after his death and will be reported on the Estate tax return, but how do I report the pre-death portion on my father's personal tax return? If I follow the TT instructions and enter the information exactly as it appears on the 1099-R, we would end up overpaying unless we can subtract the half of this income being transferred to the Estate somehow. Do I report in Box 1 half the amount shown on the 1099-R? Or do I report the full amount in Box 1 and subtract the portion that the Estate will pay tax on somewhere else in his personal return? If so, where?
Thanks in advance!
