- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I don't think my IRA situation is as complicated as some of the other enquirers. I am the fiduciary of the trust and the beneficiary of the IRA. I did as you recommended: Entered the IRA distribution form 1099-R on 1041, Line 8, and Line 18. However, TurboTax apportioned that amount on the K-1 to Lines 1, 2a, 2b, and 5, not line 5 only. I, the beneficiary, plan to show this "Other" as IRA distribution to myself on my 1040.
‎April 7, 2020
2:41 PM