DaveF1006
Expert Alumni

Business & farm

This can be tricky because there is no place in the Trust return to enter a 1099 R.  You just have to improvise.  Here is how you will enter the taxable portion of your 1099 R.

 

1) Go to federal taxes>income>other income or loss>start

2) When it asks you if you have any other income say "yes" in fact if you select explain this, it mentions  ordinary income portion of a Form 1099-R distribution.

3) the next screen you will enter a description and the taxable amount of the 1099R income

 

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