Entering Form 1099-R Pension Income (Withdrawals) into Form 1041
May also be used for other Miscellaneous Income
@Bkatko
Please see the attached "Walk-through that demonstrates entering the tax data from Form 1099-R into Form 1041 for Estates or Trusts.
- You will have gone to Federal Taxes - Income -> Other Income or Loss and
START Other Income or Loss
Answer Yes to "Any Other Income?
- See Page 1 of attachment for where you make the entry on "Other Income "
- Here you will enter "1099-R Pension Income: and the Amount
- Page 2 shows the result with the Form 1099-R entered
- Page 3 shows the First Page of Form 1041 in the Income Section where the entry from 1099-R is
transferred to report income
- Page 4 is where, if there was withholding, you enter that
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