It sounds like the original 1099-R was reported on a IRS form 1041.
Have you received a K-1 from the administrator of the estate that reports the taxable income, if any, that you received from the estate? Are you able to contact the administrator of the estate?
If income to you does result from this transaction, perhaps it is to be reported on next year’s IRS form 1040?
Income can be reported by following these steps.
- Down the left side of the screen, click Federal.
- Across the top of the screen, click Income & expenses.
- At the screen Your Income and expenses, scroll down to Retirement plans and Social Security.
- Click Show more to the right.
- Click Start/Revisit to the right of IRA, 401(k), pension plan withdrawals (1099-R).
- At the screen Did you receive any 1099R forms?, click Yes.
- At the screen Let’s import your tax info, click on I’ll type it in myself.
- At the screen Tell us which 1099-R you have, click on I need to prepare a substitute 1099-R.
- Enter the correct information.
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