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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
‎June 6, 2019
11:02 AM