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posted Apr 17, 2025 11:50:10 AM

1041 Form - in the software, where do I enter tax withheld (block 4) from a 1099-R (IRA distribution)?

I am using TT Business for an estate 1041.  The estate had an IRA distribution and received a 1099-R.  I see where to enter the amount in the softwar, but I do not see where to enter the 1099-R, block 4 information (taxes withheld.

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1 Replies
Level 6
Apr 17, 2025 12:22:04 PM

That gets entered on Line 14 of Schedule G and don't forget to check the box that it's from a 1099.

 

No idea where you enter this in that program. You might want to try forms view.