- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"How do I report this?"
It is unclear whether the trust is the recipient but, if so, then the fiduciary (trustee) of the trust needs to file a Form 1041 for the trust to include the income from the 1099-R.
‎June 6, 2019
3:53 AM