RobertB4444
Employee Tax Expert

Get your taxes done using TurboTax

Non-taxable amounts reported to you on a 1099-R do not need to be reported on the 1041.  They are part of the estate and can be distributed to the beneficiaries.

 

The IRS has received a copy of the 1099-R and knows that the distributions are non-taxable so you do not need to include them.

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