Thank you. I appreciate your response.
My intent is to find a way to enter the payment accurately without creating IRS confusion or notice that they cannot match it with the 1099-R they received.
I was hoping for a solution very similar to how 1099-INT and 1099-Div are handled. Entering the full amount of the 1099 on the 1040, and then creating a Nominee Distribution for the portion allocated to the 1041, followed by issuing a 1099-R to the Estate for that portion. I have searched this Community site, IRS instructions for 1040 & 1041, and IRS Publication 559 as well as general searches, but no one addresses the 1099-R issue.
