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New Member
posted Jul 14, 2024 5:47:12 PM

1099-R in-puts

Using Business Turbo Tax.  I am inputting 1099-R income and cannot find a place to input Federal and State Income tax withholdings.  Looking at the worksheets there is no where to input Fed and State tax withholdings. 

How do I do this? 

0 4 14865
4 Replies
Level 15
Jul 14, 2024 5:56:08 PM

A form 1099-R is not entered on a Business tax return. 1065, 1120 or a 1120-S  It is only entered on a personal tax return, form 1040.

Level 15
Jul 14, 2024 10:52:37 PM

@DoninGA , perhaps this is in regard to preparing a Form 1041.

Level 15
Jul 15, 2024 7:00:20 AM

Correct.  On a Form 1041, distributions reported on a Form1099-R, which are treated as ordinary income, would be entered on Line 8 of the 1041.  Any federal income taxes withheld would be reported on Line 14 of the 1041 and a copy of the Form 1099-R is required to be attached.

 

According to the TurboTax website for the Business Edition, a Form 1099-R is not one of the forms supported.

https://turbotax.intuit.com/small-business-taxes/cd-download/#tax-forms

Level 15
Jul 15, 2024 1:03:41 PM

This doesn't come up very often because it rarely makes sense to have taxes withheld on income paid to an estate or trust.  Enter federal tax withholding under FEDERAL TAXES -> Other -> Additional Tax Payments -> Other Tax Withholdings.  I'm sure that there is a similar place to enter the state tax withholding in the state section.