Just would like to confirm the handling of a 1099-R that I received for my mother-in-laws trust. The 1099-R was issued from her State Teachers Retirement Fund. Box 1 and 5 show a gross distribution amount with the distribution code 4. There is nothing in box 2a. Therefore, I do not need to include any information on the 1041 for this distribution. Is that correct? I originally included it under other income until I realized that it was not taxable, but would like to confirm.
Thanks.
