BillM223
Expert Alumni

Get your taxes done using TurboTax

Click on Federal Taxes on the menu bar, then Income, then Other Income or Loss, then answer yes that you have other income, then enter the income from box 2a (yes, 2a).

 

Yes, this means that there is no specific screen for entering a 1099-R into a trust return. As a champ dmertz puts it, 1099-R distributions to a trust have none of the complexities of such a distribution to an individual (such as early distribution penalties, RMDs, QCDs, HSA Funding Distributions, etc. - it's just income), so it is as simple as entering the income as Other Income.

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