DaveF1006
Expert Alumni

Business & farm

Yes, you would go to other income or Loss  section in your Trust account and enter the taxable portions of your 1099R. For the 1099R, you will enter "1099-R Box 2a" as the description and taxable.amount. 

As far as the 1099 SSA, this is reported on the individual tax return unless it is issued in the name of the trust.

 

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