Retirement tax questions

" Can I report it on my 1040 form?  Which line do I use?"

If the Form has your social security number on it, you can file it on your Form 1040. 

Click the Search box, enter "1099r", and then click "Jump to 1099r" (see screenshot).


If, for whatever reason, you received an EIN for your trust and the 1099-R has that EIN, then you should report as a grantor trust on Form 1041.

See https://www.irs.gov/instructions/i1041#idm140630131849312

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