Business & farm

Yes, the 1099R, if issued to you with your SSN on it, needs to be reported on your return.

The K-1 from the 1041 Estate also needs to be reported on your return.

To report the 1099R see below:

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes
  • Click on Wages and Income
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button